eMoney Wins FinTech Breakthrough Award Four Years Straight

eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, is proud to announce that the company’s Foundational Planning solution has been selected as “Best Wealth Management Product” by FinTech Breakthrough, an independent organization that recognizes today’s top companies, technologies and products in the global financial technology market. eMoney…

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How I Deliver on the Heart of Advice to Clients – Bill Simonet

How Bill Simonet Delivers the Heart of Advice

At the 2019 eMoney Summit, I presented to colleagues on how I grew my business, retained clients, and increased my planning fees. The Summit focused on the Heart of Advice℠, or the core of what makes an exceptional client experience. eMoney research shows that financial advisors who take this approach with their clients have seen…

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What Prevents IBDs from Delivering an Exceptional Client Experience?

Independent broker-dealer obstacles to a great client experience

Independent broker-dealers across the industry know they need to deliver a better experience to their customers. Getting started, however, can be difficult. It’s important to first answer a fundamental question: What do clients want? How your firm answers this question will determine how you go about improving the client’s experience. According to a report from…

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