Financial Planning Through Disruption with eMoney

Financial Planning Through Disruption with eMoney blog

As medical and market turmoil disrupts your business, eMoney is here to support you in any way possible. While nobody could have predicted the COVID-19 pandemic, we’ve put in place a robust continuity plan and are well-equipped to carry on normal operations, helping people talk about money at an unprecedented time. Several of our platform’s…

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Coronavirus Aid, Relief and Economic Security Act: What You Need to Know

The Senate and House of Representatives have passed the Coronavirus Aid, Relief and Economic Security (CARES) Act. The roughly $2 trillion coronavirus response bill is intended to keep businesses and individuals afloat during this unprecedented time. While this legislation addresses many problems arising from the pandemic, we wanted to point out a few aspects that could directly affect the…

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Webinar Replay: Set Your Marketing Campaigns to Autopilot

Imagine a marketing platform that does the work of generating leads for you. Imagine spending just minutes selecting impactful content, and letting your powerful marketing engine contact your clients and prospects throughout the weeks and months to follow. With the release of automated campaigns to eMoney’s Advisor Branded Marketing, you don’t have to imagine! Watch the…

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How Three Advisors Engage the Next Generation of Clients in Financial Planning

Three Advisors Engaging the Next Generation of Clients

Many advisors know we’re on the brink of a giant wealth transfer. Over the next 25 years, $60 trillion in assets are expected to pass on to future generations.1 But have you thought about how you will engage clients’ children? If not, you’re not alone. When asked how often they meet with clients’ children, 54 percent of…

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Follow These 7 Steps to Provide Remarkable Financial Planning Advice

As an advisor, you want to provide clients with transparent, holistic views into their finances. The CFP Board’s seven-step financial planning process represents a complete workflow that establishes productive, long-term relationships. The appropriate financial planning software should be used to improve planning productivity and personalization. When executed successfully, both clients and advisors will see the benefits of developing a…

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Marketing Automation for Financial Advisors

Financial Advisor Marketing Automation Software

If you’re looking to grow your business in 2020, your strategy should include focus on some core areas—your client experience, building a digital presence, engaging your audience online, and implementing technology tools to help you scale those efforts. The client experience is probably one of the most talked about topics in the industry. With more competition, advisors are rethinking…

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