So You’re a Young Professional…Now What?

When your younger clients—those just out of college—enter the workforce, they often become fully responsible for their finances for the first time. But, because so many have no substantial personal finance knowledge, they rarely know how to start. Episode 2 of eMoney Advisor’s “That Makes Cents” podcast focuses on exactly this dilemma. Celeste Revelli, CFP®,…

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Identify and Connect with Targets

Identify and Connect with Targets Blog

According to a recent study, only 20 percent of advisors’ clients have a financial plan1 . As an advisor, you have an enormous opportunity to find new prospects and convert them to clients. Sifting through this huge audience can be overwhelming. But your prospects can be easily identified, qualified, and reached. Identify a targeted market Who do you…

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Upcoming CE Webinar: The Four Money Bears and Other Rules of Thumb

At eMoney, we’re dedicated to helping Certified Financial Planner™ professionals increase their financial planning proficiency. That’s why we’re offering online opportunities for CFP® practitioners to earn continuing education credits from programs that have been accepted by the CFP Board. Join us on Thursday, June 4 at 2:00 p.m. ET for our next CE session, The…

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Why Is Talking About Money So Difficult?

Why is talking about money so difficult podcast

Americans famously brag about how they hate to discuss money. In fact, they’d rather talk about anything other than money, including politics and marriage problems. Surveys show conversations about money are widely considered taboo in America. A 2018 Fidelity survey found among 34 percent of cohabitating parents, one or both couldn’t accurately state the salary of the…

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Accounting for Longevity in Retirement Planning

Longevity in Retirement Planning Blog

Since the mid-19th century, the lifespan of the average citizen of a wealthy country has increased steadily, with that trend now accelerating. According to Dr. Joseph F. Coughlin, founder and director of the MIT AgeLab, some researchers estimate that average life expectancy could extend well past the age of 1001. Coughlin also found that because a…

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The Experience Stack: Using Financial Planning Technology for Client Engagement

Engaging Clients with Financial Planning Technology Blog

An enormous opportunity exists for financial advisors to engage clients with actionable financial plans to grow planning revenues. A recent study from Kehrer Bielan showed that on average, only 20 percent of an advisor’s clients have a financial plan1. The vast majority of clients are being underserved—firms and individual advisors can seize this opportunity to…

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Webinar Replay: Guiding Clients Through Market Volatility by Leveraging eMoney and Riskalyze

Market volatility feels less alarming for clients when they’re prepared to face it. Advisors aiming to alleviate client anxieties must demonstrate the benefits of long-term investment performance versus short-term risk. Advisors need to communicate the importance of sticking to financial plans through market ups and downs. Watch the webinar below to hear from Connor Sung,…

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