Mid-Year Check-in: eMoney User Feedback Fuels Areas for Improvement in 2020 and Beyond

“We listen to our customers” is a phrase we’re used to hearing all too often. But, how often is real change witnessed as a result of user feedback, ideas, and personal experience? We look to our valued clients to share their positive experiences along with areas of opportunity to improve and to help guide our…

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Midtown Financial Reduces Data Entry Costs by up to 97% with eMoney Data Entry Service

Data Entry Service Case Study

Since 1995, financial planning has been at the heart of Midtown Financial Group‘s offering because it helps their clients to see where they are, where they want to go, and how to get there. Between prospecting, writing financial plans, managing portfolios, and marketing, there was little time or energy left for routine, yet important, administrative…

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Why Education Is Essential for Supporting Diversity in Financial Planning

Education Supports Financial Planning Diversity Blog

The financial planning industry today faces a serious lack of diversity. While people of color will collectively become the majority of the U.S. population by 20451, according to U.S. census projections, they remain woefully underrepresented in financial advice. Only 3.7 percent of CFP® professionals are Black or Latino.1 Women are also underrepresented, with only 23 percent…

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Personalizing Client Communications Can Build Deeper Planning Relationships

Personalizing Client Communications Blog

Let’s face it, when it comes to financial advice your clients have plenty of options. Perhaps more than office location, performance track record, or investment product selection, your personal relationship is what will set you apart from the competition. And we know that face-to-face interaction is no longer the only way for advisors and clients…

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How to Use Transparency in Financial Planning as a Tool for Client Engagement

Transparency as a tool for client engagement in financial planning blog

Transparency in financial planning is a powerful way to build trust and engagement. It involves clients in the financial planning process, which helps them gain a sense of control over their financial destiny, and witness the value of your advice. Clients have an inherent distrust of advisors. Only 35 percent of investors say their planner…

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Bridging the Gap Between Finance and Technology

The Gap Between Finance and Technology Podcast

The COVID-19 pandemic has brought with it trying economic times for clients and their advisors. Like during the Financial Crisis of 2007-2009, clients are rethinking their money decisions, monitoring their investments and rebalancing their portfolios to weather the current economic storm. Clients now depend widely on technology to reassess their financial positions and goals. That…

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Creating a Better Client Experience With or Without the DOL Fiduciary Rule

Client Experience and DOL Fiduciary Rule Blog

Sometimes when you are waiting for a story to end you may start to imagine your own ending. With a years-in-the-making story like the Department of Labor’s (DOL) Fiduciary Rule (“DOL Rule”) we are still wondering how, when, and if the ending will truly unfold, now that there is a new DOL proposal in the…

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