eMoney Advisor

That's a wrap on #eMoneySummit24! 🎉 😊 Over 1,400 financial professionals joined us for an incredible three days of learning, networking, and collaboration.   🙏🏽 Together we gained insights from industry leaders and engaged in hands-on breakout sessions, 1:1 coaching, roundtable discussions, and more.   🎊 A big thank you to our sponsors, presenters, and the fantastic eMoney team for making another unforgettable Summit experience. #financialplanning #financialplanningsoftware #fintech

💡As Cybersecurity Awareness Month comes to a close, it's essential to stay alert to #Cybercrime as an ongoing effort crucial to your business's safety and your client's confidence. 👉🏽 For more information on the necessary steps to take, check out this blog post: https://bit.ly/40gpPS3 via Jason N. #financialplanning

💡Our latest research shares what makes collaborative financial planning successful. 👇🏽 Visit our blog for practical tips on improving your planning approach and providing your clients with effective tools to that strengthen your relationships. https://lnkd.in/eFFKzpKZ via Emily Koochel, PhD, AFC®,CFT™ #collaborativeplanning #financialplanning #financialplanningsoftware

🎉 We're honored that the eMoney Summit has been named one of the Best Conferences for Financial Advisors under the "Going Home to Your Advisor Community" category, especially on the heels of our successful 2024 Summit last week! Thanks to the Michael Kitces team and all of our amazing clients who attend Summit each year. You inspire us to keep raising the bar! 😊 #eMoneySummit24 #financialplanning #financialplanningsoftware

Are you making the most of data aggregation? 🤔 While many advisors adopt account aggregation, satisfaction often falls short. Join our webinar, "From Accounts to Insights," to discover how to unlock the full potential of account aggregation for improved decision-making and client retention. 👇🏽 RSVP now. https://bit.ly/3Nu88Hd Chris Mauriello | Madeleine Schulz #financialplanning #aggregation

💡Enjoy this Summit coverage from ThinkAdvisor, which discusses the latest product features and updates, including details about the upcoming Premium Client Portal and new planning features. 👇🏽 Click here to read the full article. https://bit.ly/48hZkxI #financialplanning #eMoneySummit24

ICMYI: We recently released an estate planning-focused episode of the Heart of Advice Podcast, featuring Christina Lynn, Practice Management Consultant at Mariner Wealth Advisors. Hear her top tips for gaining confidence in legacy planning conversations. Listen now at https://bit.ly/44E0T7j, Apple Podcasts, or Spotify. 👉🏽 Or read the highlights and transcript at https://bit.ly/45Ri8Tv #financialplanning #podcast

💡Are you prioritizing financial planning collaboration with your clients in your practice? When advisors and clients work together, it strengthens relationships, builds trust, and leads to better financial outcomes. Take our poll and share your thoughts below! 📊 #financialplanning #collaboration

🪴 Getting started in the industry can be challenging for young financial advisors. 👇🏽 Read our latest blog post about how to serve as a mentor to bolster the expertise of the next generation. https://bit.ly/4feB8i5 via Andi Madden Wrenn, MA, AFC®️ #mentorship #financialplanning

💡Are your clients' estate plans up-to-date? Life transitions like marriages, births, and retirements are perfect opportunities for a review. 👇🏽Our latest blog shares 5 practical strategies financial advisors can use to ensure estate plans align with their clients' wishes and current circumstances. https://bit.ly/3zYbkYG via Sasha Grabenstetter, AFC®, BFA™ #EstatePlanning #FinancialPlanning #AdvisorTips