Independent Financial Partners (IFP) advisors now have access to eMoney’s comprehensive financial planning platform, award-winning client portal, marketing tools and deep integrations with IFP’s other preferred vendors, such as Albridge and WealthBox.
Attendees of eMoney’s Fourth Annual Advisor Summit received a free three-month subscription to Advisor Branded Marketing, the latest of nearly a dozen new products and features rolled out by eMoney over the last year.
Let’s face it, when it comes to financial advice your clients have plenty of options. Perhaps more than office location, performance track record, or investment product selection, your personal relationship is what will set you apart from the competition. And we know that face-to-face interaction is no longer the only way for advisors and clients…
eMoney Advisor has marked 20 years of transforming the financial advice industry through planning-led solutions. Founded at the end of the dot-com bubble in June 2000 in Radnor, Pa., eMoney was created to make advisors more efficient by leveraging the internet. Over the last two decades, the company expanded its client base to more than…
eMoney is honored to have been selected as a finalist for six Wealth Management Industry Awards – the only program that honors outstanding achievements by companies and organizations that support financial advisor success. This year, WealthManagement.com received more than 600 entries from 200+ companies and the winners will be announced during a live, virtual event…
Now more than ever, firms need to prioritize investing in resources that empower their advisors to do more financial planning. Investing in digital business models and planning software is step one. According to a study from InvestmentNews, 83 percent of firms have invested resources in planning technology.1 While that number tells us that firms want to…
Does this scenario sound familiar? You’ve worked hard on your latest marketing piece, ensuring that the content is helpful, actionable, and visually appealing. After fine-tuning it one last time, you release it into the world and wait. And wait some more. But the results you were expecting never materialize and the ROI on your time…
Pause for the next 30 seconds and think about your approach to social media as a financial advisor. If you’re using it to engage with clients and prospects, do you have a solid plan in place or are you taking a “ready, fire, aim” approach? If the latter, it’s time to take a step back…
