Upcoming CE Webinar: The Four Money Bears and Other Rules of Thumb

At eMoney, we’re dedicated to helping Certified Financial Planner™ professionals increase their financial planning proficiency. That’s why we’re offering online opportunities for CFP® practitioners to earn continuing education credits from programs that have been accepted by the CFP Board. Join us on Thursday, June 4 at 2:00 p.m. ET for our next CE session, The…

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Webinar Replay: Guiding Clients Through Market Volatility by Leveraging eMoney and Riskalyze

Market volatility feels less alarming for clients when they’re prepared to face it. Advisors aiming to alleviate client anxieties must demonstrate the benefits of long-term investment performance versus short-term risk. Advisors need to communicate the importance of sticking to financial plans through market ups and downs. Watch the webinar below to hear from Connor Sung,…

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Financial Planning Through Disruption with eMoney

Financial Planning Through Disruption with eMoney blog

As medical and market turmoil disrupts your business, eMoney is here to support you in any way possible. While nobody could have predicted the COVID-19 pandemic, we’ve put in place a robust continuity plan and are well-equipped to carry on normal operations, helping people talk about money at an unprecedented time. Several of our platform’s…

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How to Send an Email in Advisor Branded Marketing

You play a critical role in your clients’ lives—especially during this time of uncertainty and market volatility. We know it’s paramount that you have the resources you need to continue to communicate with your clients. With Advisor Branded Marketing, you can email clients directly from your eMoney platform and proactively share timely content that speaks to current…

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