Financial advisors Ted Jenkin and Kile Lewis founded oXYGen Financial in Atlanta, Georgia after quitting their wirehouse gigs. Their aim was to help Gen X and Y investors, a demographic the industry had ignored. But before opening their doors in 2008, Jenkin and Lewis decided to take a different approach to delivering financial advice: They would target…
Join eMoney marketing experts, T.J. Hill and Val Rivera, on Tuesday, January 29 at 2:00 p.m. ET, to learn how you can unleash the full power of your online presence to generate and convert quality leads.
In the summer of 2018, Horizon launched Simplifynance, a service designed to attract next-gen clients, by offering a collaborative, digital experience built around eMoney. Read the full case study for more details on their Simplifyance service and how it’s setting the firm up for future success.
Join our Head of Financial Planning on Wednesday, December 5 at 2:00 p.m. EST for a sneak peek into our new streamlined planning solution designed to help you produce more plans for more clients.
Join Jody Padar – Radical CPA and CEO of the New Vision CPA Group – on Thursday, November 15 at 2 p.m. EST to hear why she’s LEADING with planning and how she’s made the shift with a 100% cloud-based firm.
Watch this webinar to hear from Jason Novak, eMoney’s Head of Security & IT Operations, on strategies to protect yourself and your clients’ private data from cyber attacks.
In this case study, learn how Winthrop Wealth Management created a generational strategy that’s driving $1.1B in organic AUM.
Founder Pamela Capalad realized success by serving NextGen clients. But she wanted to provide an even more collaborative experience as her business began to grow. That’s where eMoney came in.