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💡Have you ever worked with a client who had fallen under the spell of a “finfluencer?” 👉🏽 Learn in our new blog about what you can do to combat the overconfidence bias that could overtake your clients who are active on financial social media. bit.ly/3EhgbGo

💡Enhance accountability and increase motivation for your clients by connecting their goals with their values to foster emotional ties to their "why". 👇🏽 Watch this on-demand webinar to learn how to start conversations that drive client motivation through accountability.

💡Do you ask your clients, "What role does money play in your life?" Uncover key financial values with our practical strategies. 👉🏽 Check out our blog for insights. bit.ly/4lq1B02 #financialplanningtips

💡Do you ask your clients, "What role does money play in your life?" Uncover key financial values with our practical strategies. 👉🏽 Check out our blog for insights! bit.ly/4lq1B02 #financialplanningtips

📢 We are thrilled to offer our clients another integration to streamline and strengthen the planning process, Wealth.com.

💡Embrace the future of financial planning! 🤖 Discover how AI is transforming the industry. Learn how to get started with tools that boost efficiency and deliver personalized insights. bit.ly/43IRSLV #AI #financialplanning

🧩NEWS: INTEGRATION🧩 Wealth.com has announced a strategic integration with eMoney Advisor to empower financial advisors on the Wealth.com platform to deliver more efficient, accurate and holistic estate and financial planning solutions. businesswire.com/news/home/2025…

💡Understanding socioeconomic transitions is key to effective financial planning. 👉🏽 Join Dr. Sonya Lutter in our on-demand webinar as she explores "Lands of Wealth" by Dr. James Grubman. 📢 Gain the knowledge to manage wealth across generations. Watch anytime, anywhere!

📆 Save the Date! Mark your calendars and join us virtually from October 20 to 22 for an insightful experience at the 2025 eMoney Summit. 📢 Early bird registration opens on April 28. Stay tuned for more exciting updates about Summit '25! #eMoneySummit25 #savethedate

💡Understanding socioeconomic transitions is key to effective financial planning. 👉🏽 Join Dr. Sonya Lutter in our on-demand webinar as she explores "Lands of Wealth" by Dr. James Grubman. 📢 Gain the knowledge to manage wealth across generations. bit.ly/42kDXJv

💡Curious about what motivates the next generation of financial planners and how you can support their success in your firm? 👉🏽 Tune in to this Heart of Advice Podcast featuring insights from Hannah Moore, CFP® bit.ly/4281Nti #podcast #nextgen #financialplanning

💡Are you creating the right financial plan deliverables for your clients? Our latest blog dives into the importance of customizing your deliverables to meet the needs of each client. 👇🏽Learn the value of using templates as a starting point to help scale a personalized process.

💡 The new Needs Analysis feature from eMoney helps advisors start single-goal financial conversations on retirement, education, & spending. 👇🏽 Read more about this update to learn how it can engage clients & strengthen relationships. InvestmentNews bit.ly/4lHS1G7

💡Asking your clients thoughtful questions can reveal insights that shape the planning process and foster positive engagements. 👀 Watch this video to help you initiate meaningful conversations and build stronger client relationships. #financialplanningtips

💡With an aging population and a shift toward independent retirement planning, the demand for financial advisors continues to grow. Read our blog to see the steps you can take to figure out if a career in financial planning is right for you. bit.ly/4lOV5QK

📢 At Blue Trust, advisors blend their wisdom with technical expertise to help clients make informed financial decisions. In 2015, they enhanced their proprietary tool by integrating it with eMoney, which improved live scenario modeling and client engagement. 👉🏽 Read this case

💡Matt Schulte, Head of Financial Planning at eMoney, discusses how AI can help advisors build stronger client relationships by freeing up their time. 👇🏽 Read the article for more insights. bit.ly/4cTjAbv Financial Planning #AI #financialplanning

📢 eMoney is excited to attend the Invest in Women conference for the first time! Join us in Boston from April 21 to 23 at booth #27. We're ready to connect, share insights, and showcase our innovative financial planning software. #financialplanningsoftware

Struggling to engage resistant clients? 👇🏽 Explore the common barriers to action and get practical strategies for driving client progress in our latest blog. bit.ly/4cyXeLW #financialplanning

Joshua Belfiore of eMoney Advisor writes that The Great Wealth Transfer gives advisors "a great opportunity to bolster existing relationships, build new ones and continue to manage family wealth for many years to come." FA Magazine fa-mag.com/news/helping-c…