eMoney at the Peak Excell Conference

We know a thing or two about a great industry conference. That’s why we’re excited about the upcoming Spring Excell Conference hosted by Peak Advisor Alliance. The conference, which will be held this May 20^th in Las Vegas, brings thought leaders in the industry together so they can share new ideas and practices with one another. Obviously, this kind of event is right up our alley and we can’t wait to go! But we won’t just be attending the conference—we’ll be presenting there, too.

eMoney Senior VP of Sales Drew DiMarino and behavioral finance expert Dr. Daniel Crosby will be representing eMoney at the Excell Conference by sharing not only the latest information about our software, but also insights into the modern financial services industry. By combining Daniel’s analytical take on the importance of advice and Drew’s knowledge of the digital tools available to help advisors deliver that advice, we’ll provide an information-filled session that explores the intersection of technology and insight. Drew and Daniel will teach you how this powerful combination strengthens your client relationships while enabling you to lead the lifestyle—and leave the legacy—you’ve always envisioned.

In addition to featuring Drew and Daniel’s presentations, the event will feature some other great speakers and opportunities for attendees. One of our great integration partners, Redtail, will be hosting a “Redtail University” event that will help you maximize your knowledge of their platform. A longtime friend of eMoney, Ron Carson, will be delivering a keynote address and sharing his plan for building a million dollar practice as outlined in his series of successful books. And legendary college basketball coach Rick Pitino will share his outlook on life and achieving success in his much-talked about address on Thursday morning.

This is going to be a great event that you should make an effort to go attend. We’re looking forward to seeing a lot of you there! Check out the event’s website if you have any questions or would like more information on speakers or the event schedule.

But we’re not stopping with the Excell Conference. Here are some other events we’ll be attending in the near future!

• Cetera Conference in San Antonio, TX: May 18 – May 20
• FPA’s Philadelphia Chapter Spring Symposium in Philadelphia, PA: May 18
• Center Street Securities Conference in Nashville, TN: May 18 – May 19
• United Planners Conference in Phoenix, AZ: May 28 – May 30
• Investacorp’s PlanForward15 Conference in Stone Mountain, GA: May 31 – June 2