It seems good things come in threes. The Three Little Pigs. Snap, Crackle, and Pop. Bacon, lettuce, and tomato. Can you tell it’s almost lunchtime? Recent eMoney research has uncovered compelling insights on how advisors can deliver a remarkable client experience—what we call The Heart of Advice, or when successful advisors marry the emotional elements of behavioral finance with the scientific aspects of wealth management.
Marketing automation delivers more than just time back in your day. An improved customer experience and an increase in high-quality leads are just some of the additional benefits. Watch the webinar below to hear from Valerie Rivera, Senior Product Marketing Manager at eMoney, as she shares an inside look at how you can automate reoccurring tasks…
The recent passing of the SECURE Act and, more recently, reports of improper sale of consumer data by financial data aggregators, have brought attention to the question of data governance and accountability in the Fintech industry. Financial data aggregation involves gathering data from disparate sources and presenting it in a single, comprehensive view. The power of data…
What actions can you start taking today to illustrate your value to your clients? Jamie Hopkins, Director of Retirement Research at Carson Group, orchestrated an extensive study to research how clients perceive value from their advisors. Watch the webinar below to hear from Jamie Hopkins and Connor Sung, Manager, Financial Planning Practice Management at eMoney, as…
The experience stack is an essential concept for financial advisors to understand if they’re to keep up with the evolution of financial advice. As an outgrowth of the technology stack concept, it’s important to take a look at both concepts, including how they’re related and why they’re important. A tech stack is a set of…
Don’t you just love it when a plan comes together? After you’ve synthesized all of your client’s financial information, goals, and constraints into a realistic financial plan? When they’ve signed off on it, and you can tell they’re invested on a deeply personal level in making it happen? And everyone’s pulling in the same direction?…
Enterprise advisory firms have a lot to gain from improving efficiency in financial planning. Incremental increases in efficiency at the advisor level, when scaled across the entire organization, can result in much greater profitability in the long term. Most enterprises have a general understanding of how advisors spend their time. But a close examination of…
