Webinar Replay: Discover How a Holistic Financial Planning Approach Can Transform Your Client Relationships

Understanding your client’s complete financial life and having the right conversations can move them toward achieving their personal and professional goals. The map to guide them on that path is a financial plan. Holistic financial planning can transform your client relationships. Watch the webinar below to hear from Matt Schulte, Head of Financial Planning at…

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How to Manage Money in Your Marriage

Managing Money in Marriage Podcast

Consider these statistics on marriage and money. In a 2013 survey by National Center for Biotechnology Information, almost 36% of couples cited financial problems as the reason for their divorce, making money the fifth leading cause of divorce in the study1. The same year, in an Institute for Divorce Financial Analysts study, 22% of advisors…

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Resolving to Set Financial Goals

Setting financial goals podcast

Every new year, 51% of Americans resolve to get their finances in order. But, like all New Year’s resolutions, making them is only the first step. It’s not enough for clients to say what they want to do financially—they have to know what steps to take to achieve those goals. While we’re well past the start…

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The Head, Heart and Hand of Financial Advice

The head, heart, and hand of financial advice podcast

In recent years, advisors have learned that there’s a strong connection between the head, the heart, and the hand when providing financial guidance. eMoney’s Heart of Advice Study identified ways the most successful advisors are using these concepts to deliver a great client experience. Getting to the core of what matters to your clients requires the right…

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Leading with Monte Carlo Analysis for Financial Planning in Uncertain Times

Monte Carlo Analysis Stephanie McElheny blog

Investors tend to get anxious when markets experience volatility. They’re concerned about portfolio performance and the impact that it has on their financial plan, which is understandable when they see their assets fluctuate in value. Like most advisors when markets take a downturn, we spend the majority of our time listening to clients’ concerns and…

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