Happy Thanksgiving from your eMoney Team

Thanksgiving is almost here. And this year, when we think about what we’re thankful for (aside from friends and family…and turkey and stuffing 😊) we’re also so grateful for you: our FlexGen advisors. After all, being a FlexGen advisor isn’t just about adopting technology and being future-ready. It’s about embracing the needs of your clients and helping them overcome their challenges, regardless of…

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Foundational Planning: Helping Advisors Deliver More Plans to More Clients

Last month, you heard from my colleague, Josh Belfiore, who prior to joining eMoney was a financial advisor at Merrill Lynch. In his blog post, he asked the question “How can we help advisors do more for their clients?” With 55 percent of client households valuing an advisor who takes the time to understand their…

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eMoney Advisor Introduces the “FlexGen,” A New Generation of Planning-Led Advisors

To determine the attitudinal differences and practices driving change in the industry, Fidelity surveyed 458 financial advisors using a survey co-developed with eMoney. Of the advisors surveyed, 45 percent shared characteristics that eMoney and Fidelity identify as “FlexGen.” These advisors are adaptable, future-ready, focused on delivering a great client experience, and utilizing technology more often to achieve these goals.

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