How do you grow your business? Are you still relying on referrals and cold-calling leads to drive growth? Learn how forward-thinking advisors are challenging traditional marketing methods and achieving business growth through digital marketing.
eMoney Tip of the Week: Creating a Mid-Year Review Template
We’re here to make it easy for you to put together a presentation of the most relevant information using eMoney’s “save as a template” feature. By putting together a template for your mid-year reviews, you eliminate much of the busy typically associated with this process by creating a customized, comprehensive presentation you can use across your client list.
Tip of the Week: Requesting a New Connection
Would you like to include financial information from an institution that isn’t yet available on your eMoney platform? We can help! But before you submit a new connection suggestion there are a few steps you should take to make sure the institution isn’t already supported. In fact, over 40% of connection requests we receive already…
Social Security Update: New “At Retirement” Option
The complexities of the Social Security program can often leave clients feeling confused and uncertain. To help your clients understand the intricacies of Social Security, you probably create a variety of planning scenarios that demonstrate how delaying Social Security or taking their benefits early can impact their retirement. So to add flexibility to your Social Security…
New Analytics Charts Coming Soon: Client Mortgages by Interest Rate & Vesting & Expiring Options by Date
Advisor Analytics help to truly differentiate your business by offering data-driven insights into the client and investment data that passes through your eMoney platform every day. Next month, all users will receive the first set of charts that enhance the data and insights previously presented in the Advisor Opportunity reports – Client Mortgages by Interest Rate and Vesting…
New Income Tax Base Report
Offer even greater transparency into your clients’ income taxes with our new Income Tax Base report. With this report, you can provide your clients with detailed breakdowns of their Capital Gains, Qualified Dividends, and Qualified Business Income (QBI) deductions. Each type of income is displayed in its own column so you can easily see how…
Manage Your eMoney Subscription Online
Need to update your eMoney billing information? With our new Manage Subscription settings, it’s easier than ever to access your invoices and manage billing information within the eMoney Advisor Site. Key features include: A convenient way to make payments. The ability to update your billing information such as your credit card information and billing address….
HD Vest Partners with eMoney Advisor, adding nearly 4,000 new users
Pictured above is Stephen Langlois, head of business development at eMoney Advisor; Bob Oros, CEO of HD Vest; and Ed O’Brien, CEO of eMoney Advisor. HD Vest Financial Services®, the pioneer of tax-smart wealth management services, announced today that the more than 4,000 independent advisors in its network will now have access to integrated financial…
