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Learn MoreBelow is a recap of Day Three of the eMoney Advisor Summit. Checkout Day One here or Day Two here.
The third and final day of #eMoneySummit16 got off to a quick start as summit-goers were treated to all the training and best practices they could ask for. Throughout the morning, they had the opportunity to attend any of the many eMoney breakouts to learn best practices from our live trainers and planners, chat with our developers and project managers, or get plenty of tips from other eMoney users.
Walking through the techniques you need to make the right recommendations in Two Things are Certain, Death and Taxes. #eMoneySummit16 pic.twitter.com/fcULC7lPTc — Amanda Willigmann (@eMoney_Amanda) September 23, 2016
@DeborahSFox sharing actionable clear insight on improving your office operations and best practices. #fromthetrenches #eMoneySummit16 pic.twitter.com/O87bH3wRW9 — Thom K. Hall, CFP (@ThomKhall) September 23, 2016
After the breakouts, the long awaited moment finally came. It was time to judge the Hackathon. After the four groups, now named “The Hackletes,” “#doyouevenhackbro?” “GoalFingers,” and “A Little Story About Hack and Diane,” presented their new tools, it was up to our all star judges to cast their votes.
Team 3 is off to a great start at the hack-a-thon! #eMoneySummit16 @ThomKhall @emoney_becca pic.twitter.com/1wfcKW2AAv
— eMoney Advisor (@eMoneyAdvisor) September 23, 2016
Our all-star hack-a-thon judging panel: @BillWinterberg @FinTechie and Ed O’Brien #eMoneySummit16 pic.twitter.com/cHSJtBSD8R — eMoney Advisor (@eMoneyAdvisor) September 23, 2016
#eMoneySummit16 #winnerwinnerchickendinner #hackathon pic.twitter.com/hLUS0Cxb6n
— Kelly Waltrich (@emoney_kw) September 23, 2016
With the final votes cast, the winner was announced on the mainstage. Bill Winterberg’s predictions came true as Group 1 (aka Team GoalFinger) took top prize with their tool that married financial planning with Tinder and even integrated the data and experience of eMoney into Siri. You can see even more coverage of the eMoney Hackathon over at Bill Winterburg’s FPPad.com.
GoalFinger: Swipe Right Swipe Left : Financial Planning meet Tender. @eMoneyAdvisor @BillWinterberg #eMoneySummit16 pic.twitter.com/8Zt0G8srnF — Jarrod Upton (@JarrodUpton) September 23, 2016
And then it was time to close out the Summit with our much-anticipated Keystone presentation.
Here we go….. @simonsinek up next #eMoneySummit16
— Matt Buchanan (@BuchananWealth) September 23, 2016
Simon Sinek is a self-described idealist who envisions a world where everyone wakes up inspired and eager to go to work. And he kept the audience enthralled as he went through his theories and thoughts on what it means to be a leader and how it is people can inspire trust and cooperation throughout an organization. Despite his idealism however, his theories were well-grounded in reality and resonated deeply with the entire audience, earning him a standing ovation.
Welcome @simonsinek to the stage at #eMoneySummit16 pic.twitter.com/WbxC0iFP3D
— Bill Winterberg CFP® (@BillWinterberg) September 23, 2016
“Leaders set the environment” @simonsinek keynote on how leaders can build trust. @eMoneyAdvisor #eMoneySummit16 pic.twitter.com/tnnur02Udv
— Laura Pierson (@LauraPiersonPAA) September 23, 2016
Real leadership is a balance between intensity + consistency @simonsinek #eMoneySummit16 pic.twitter.com/JUtMbi4Q5n — HiddenLevers (@HiddenLevers) September 23, 2016
#eMoneySummit16 pic.twitter.com/bVCJFrSUUQ
— Lisa Bompartito (@LisaBomp) September 23, 2016
And so, the whirlwind adventure that is the eMoney Advisor Summit has finally concluded, leaving a trail of inspired and informed advisors in its wake. Many thanks to all the sponsors, employees, and advisors who helped make this the best Summit to date.
Until next year!
