eMoney Advisor

APRIL 18, 2023

3 This supports why 60 percent of clients say they are not fully satisfied with the advice or guidance they have received because it was too generic and not personalized to their situation. eMoney Evolution of Advice Research, July 2022, Advisors n=300 3. eMoney Consumer Pulse Survey, July 2022, n= 1,201 4. November 12.

Clients 72

Clients Financial Planning Planning Financial Planner 72

eMoney Advisor

FEBRUARY 8, 2023

Use your website to share your “why”—the special sauce that makes your firm the one that will meet the needs of your ideal audience. Use photos to put faces to the names and allow your team to share why it is they do what they do, how they’ve worked to gain their expertise, and why the client’s success is important to them.

Marketing 81

Marketing Marketing Clients Certification 81

eMoney Advisor

DECEMBER 6, 2022

Why not hold a “scan day” and have clients get their paperwork organized in one place and ready in case disaster strikes? eMoney Leading with Planning Research, May 2022, Advisors n=360. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

eMoney Advisor

NOVEMBER 29, 2022

That’s why it’s important to start talking to clients when they’re approaching age 70 1/2. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. Don’t wait until age 72.

Charitable Planning 53

Charitable Planning Distribution Taxes Clients 53

eMoney Advisor

NOVEMBER 22, 2022

These experiences may even be why they became a financial planner in the first place. And when they say they don’t (which is the common answer), I’ll ask, “Why?” DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike.

Financial Planner 59

Financial Planner Financial Advice Clients Financial Planning 59

eMoney Advisor

FEBRUARY 22, 2023

That’s why you should include an overview of investments, trusts, and financial planning concepts in a family meeting. eMoney Leading with Planning Research, May 2022, Advisors n=360. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike.

Estate Planning 75

Estate Planning Planning Education Clients 75

eMoney Advisor

FEBRUARY 14, 2023

That’s why in my financial planning practice , I leverage the skills of a marriage and family therapist. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. This unconventional approach has been a game changer.

Financial Planning 40

Financial Planning Planning Communication Clients 40

eMoney Advisor

JUNE 1, 2023

One way you can frame it is by starting with “here’s why you’re here today,” then moving to “here’s how I can help with my solutions,” then “here’s our path going forward.” eMoney Advisor will not be liable for any actions you may take based on the content of this blog.

Financial Advisor 75

Financial Advisor Clients Financial Planning Financial Planner 75

eMoney Advisor

MARCH 21, 2023

Financial professionals can reduce client anxiety by discussing why they are invested where they are, as well as some potential solutions to offset short-term impacts. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. ” Investopedia , 2022.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

eMoney Advisor

FEBRUARY 1, 2023

Financial planners do not need to be fully trained mental health professionals to broaden the discussion to include the “why” behind the behavior. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike.

Clients 93

Clients Financial Planner Financial Advisor Financial Planning 93

eMoney Advisor

APRIL 4, 2023

“Generational Wealth: Why Do 70% of Families Lose Their Wealth in the 2nd Generation?” DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. eMoney Advisor will not be liable for any actions you may take based on the content of this blog.

Education 97

Education Financial Advisor Clients Planning 97

eMoney Advisor

DECEMBER 14, 2022

Explore the benefits of leading with planning in this eMoney research breakdown. See why a clear picture of a client’s barriers is key with these tips from Emily Koochel, Ph.D., This is the article to read if you want to learn how to create an easy-to-grasp visual story for your clients with technology. ” 9. AFC®, CFT-I™.

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

eMoney Advisor

JANUARY 12, 2023

Why volunteer? DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. eMoney Advisor will not be liable for any actions you may take based on the content of this blog. One of the options even counts as continuing education credit.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

eMoney Advisor

NOVEMBER 21, 2022

Why is goal setting important in the financial planning process? Understanding the client’s relationship with money can provide guidance on why they have certain outcomes in mind, which will help the advisor ensure they are truly meeting their client’s needs. Ask your client why they care about achieving this goal.

Clients 52

Clients Planning Financial Planner Financial Planning 52

Indigo Marketing Agency

FEBRUARY 12, 2020

It’s feature-rich and integrates with other financial advisor technology tools such as Riskalyze, FMG Suite, eMoney, and more. . Financial Planning Software: eMoney or MoneyGuidePro. Of all the financial planning software available, 31% use MoneyGuidePro and 21% use eMoney. Here’s a sample automation: Why I Created My Firm.

Financial Advisor 52

Financial Advisor Financial Planning Clients Planning 52

eMoney Advisor

FEBRUARY 28, 2023

Account Aggregation Allows for Holistic Planning While Building Your Business Your clients may not be consciously looking for you to sell them on why you should be the one to manage all their assets. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike.

Accounting 71

Accounting Financial Planning Clients Assets 71

eMoney Advisor

NOVEMBER 15, 2022

According to eMoney’s 2022 Consumer Pulse research, individuals and families are feeling the pressures of inflation, citing fears of rising prices and financial insecurity ranging from budget constraints on buying groceries to funding retirement savings. Why Gratitude Is Good.” A Potential Antidote to Money Stress.

Financial Planning 76

Financial Planning Planning Clients CFP 76

eMoney Advisor

APRIL 20, 2023

For more on the importance of marketing in building a financial planning practice, read our blog post Content Marketing for Financial Advisors: Why it Works and How it Creates Influence. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike.

Advertising 74

Advertising Financial Advisor Engineering Financial Planning 74

Indigo Marketing Agency

OCTOBER 3, 2023

Make sure your clients understand the WHY behind your strategies and why “blank” app may or may not be right for them. Level up by partnering with a fintech company that works with your clients’ needs (such as Orion, Advisor Engine, or eMoney) to make you stand out as an advisor.

Wealth Management 52

Wealth Management Financial Advisor Clients Management 52

Steve Sanduski

MAY 16, 2023

Give the techies 12 months, and I wouldn’t be surprised to see a functioning DIY version on par with an advisor-guided eMoney, MoneyGuide Pro, or elaborate Excel spreadsheet plan. That’s why it’s imperative for advisors to shift their emphasis from money planning to life planning.

Financial Planning 52

Financial Planning Planning Financial Advisor Financial Advice 52

eMoney Advisor

JANUARY 17, 2023

But stepping back and asking, “Why do we do it this way?” DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. eMoney Advisor will not be liable for any actions you may take based on the content of this blog.

Consulting 84

Consulting Education Financial Advisor Clients 84

eMoney Advisor

JUNE 12, 2023

Active listening lets you know the where and the why of the financial plan—the ultimate goals of the client—which should be at the forefront of all your conversations and visualizations. Planet Fitness offers a great example of understanding the where and why of their customers. To me this is genius.

Financial Planner 52

Financial Planner Clients Financial Planning Planning 52

eMoney Advisor

MAY 9, 2023

4 That’s why measuring and understanding your average referrals per client can make a difference. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. Referrals Per Client: 2.68

B2C 101

B2C Clients Financial Services Financial Advisor 101

eMoney Advisor

MARCH 23, 2023

Explain to clients why you’ve created a service calendar and how you will execute it. eMoney Leading with Planning Research, May 2022, Advisors n=360 This will keep you both on track and ensure that you’re continuing to advance the planning conversation over time. Address all aspects of the client’s life.

Financial Planning 69

Financial Planning Planning Clients Estate Planning 69