Arrow Icon

An Interview With Erik Evans of GoalQueste

Visit Heart of Advice

for expert insights on the most pressing topics financial professionals are facing today.

Learn More

At eMoney Advisor, we’re always listening to what financial advisors have to say about our product. In an effort to make it easy for our advisors to share what they’ve learned by using eMoney, we’ll be posting interviews conducted with some of our top advisors. We started off by interviewing Erik Evans of wealth management firm GoalQueste. Erik has experience in everything from managing clients’ finances here in the United States to helping individuals in the former Soviet Union with entrepreneurial projects.

Erik is an advisor who has extensive experience using the eMoney platform and was generous enough to share with me some of his insights into how he best used eMoney from an advisor’s perspective.

Thanks for answering some questions for me, Erik! First off, what would you say your experience has been with eMoney?
A labor of love. For comprehensive financial planners, this software is a dream come true.

Was there anything in particular that made it easy to start using eMoney?
The instructor-led training. We used the software for about one year after we bought it before fully integrating it into our practice. This allowed us to learn how best to leverage its functionality.

Making the switch to a new technology can be an intimidating prospect. Many people, advisors included, sometimes avoid upgrading to new technology because they’re worried that the change will slow down the work they’re already doing. What advice do you have for advisors who are hesitant to switch to a new technology like eMoney?
Technology should be viewed as a business accelerator. Understanding exactly which functions within your business you wish to accelerate will provide you with insight into the software solutions that provide the most value to your business. Avoid the common mistake of rushing to introducing new software without employee input or buy-in. If employees aren’t involved in the selection process and given adequate input into the process, many will resist using the new system—no matter how beneficial—relying instead on existing methods.

As an advisor who’s gotten the most out of their eMoney experience, what tips would you give to someone just starting out on the eMoney platform?

  • Learn the software. You will have less unreasonable expectations of what the software can do if you take time to get acclimated. Do the training, read the manuals, use yourself as a test case, be curious and experiment with various functions and question everything. Once you learn the basic functionality, then you’re ready to use technical support to troubleshoot specific casework obstacles.
  • Utilize eMoney’s Technical Support staff. Be patient with technical support. They are working as hard as they can to deliver the best the product has to offer within a framework that will supercharge your business. If you understand how the software works on a basic level, then you will be able to ask more informed questions, gain a more complete understanding and save yourself time.
  • Speak clearly about what you want. Once you know what the software is capable of, you will be able to tell technical support exactly what you want. Also, this helps eMoney take your needs into consideration in future product releases and interactions with other advisors. Helping yourself will also help many others.

Thanks to Erik for taking the time to talk to me – his answers are sure to be a great resource for any advisor thinking about making the switch to eMoney!


Related Posts