Jess Liberi (@jessliberi) 's Twitter Profile
Jess Liberi

@jessliberi

Fintech leader | Helping advisors deliver engaging, personalized advice experiences, grow their businesses, and maximize efficiency with innovative tech.

ID: 829423150047825920

calendar_today08-02-2017 20:14:23

324 Tweet

497 Followers

360 Following

James Werner, CFP®️ (@jallenwerner) 's Twitter Profile Photo

Mr Tall Dark & Handsome calls BS on the wealthy only notion, laments his lack of long hair in the 70’s,and breaks out in song to close. That’s Austin baby 👏👏👏👏#eMoneySummit19

Jess Liberi (@jessliberi) 's Twitter Profile Photo

Had lots of fun talking with @businessinsider about the future of wealth management, and how eMoney Advisor is helping advisors and clients adapt to these changes with a digital, interactive, planning-centric platform.

Jess Liberi (@jessliberi) 's Twitter Profile Photo

I am humbled to be named a ‘Woman to Watch’ by InvestmentNews and to share the stage with such impressive and generous women who are blazing a trail in the industry.

Jess Liberi (@jessliberi) 's Twitter Profile Photo

Registration for the #eMoneySummit20 is OPEN! I hope you'll be joining us in Washington D.C. this October for the most action-packed experience yet. #PowertothePlan bit.ly/2SzyzhS

Registration for the #eMoneySummit20 is OPEN! I hope you'll be joining us in Washington D.C. this October for the most action-packed experience yet. #PowertothePlan bit.ly/2SzyzhS
Jess Liberi (@jessliberi) 's Twitter Profile Photo

I’m excited to announce that eMoney's Foundational Planning won the 2020 FinTech Breakthrough Award for “Best Wealth Management Product.” I'd like to extend a big thank you to the eMoney team for their amazing efforts contributing to this achievement! bit.ly/2W3EJtW

Jess Liberi (@jessliberi) 's Twitter Profile Photo

I’m hosting a webinar with Ed O’Brien and Matt Schulte on Monday at 1 p.m. ET to discuss maintaining your business and strengthening client relationships during disruption. We’ll be taking questions too. Would love for you to join us! bit.ly/33Pe5qJ

I’m hosting a webinar with Ed O’Brien and Matt Schulte on Monday at 1 p.m. ET to discuss maintaining your business and strengthening client relationships during disruption. We’ll be taking questions too. Would love for you to join us! bit.ly/33Pe5qJ
Jess Liberi (@jessliberi) 's Twitter Profile Photo

Now is the time to engage your clients and help them put into context all that is going on. If you're not talking to your clients, it's likely that someone else is.

Jess Liberi (@jessliberi) 's Twitter Profile Photo

I had the pleasure of joining Scott Becker on the Becker Group Business Leadership Podcast to discuss my journey at eMoney and what it’s like to lead our product team. Listen here: beckergroupbusinessleadership.com/jessica-liberi…

Jess Liberi (@jessliberi) 's Twitter Profile Photo

As a self-proclaimed “foodie” and long-time fan of #topchef, I am SUPER excited about this! Join us at our first ever virtual eMoney Advisor Summit! More details here... emoneyadvisorsummit.com

As a self-proclaimed “foodie” and long-time fan of #topchef, I am SUPER excited about this!  Join us at our first ever virtual <a href="/eMoneyAdvisor/">eMoney Advisor</a> Summit!  More details here... emoneyadvisorsummit.com
Jess Liberi (@jessliberi) 's Twitter Profile Photo

Tuning in for Kodi Lee! Always amazed by his talents. He brings a smile to my face! Thank you #eMoneySummit20 for giving us some light-hearted enjoyment and perspective in these crazy (and virtual) times.

Jess Liberi (@jessliberi) 's Twitter Profile Photo

Am I really doing the cupid shuffle at home while listening to Cynt Marshall during the #eMoneySummit20? I sure am! Diversity is being invited to the party, inclusion is being asked to dance. Thanks for asking me to dance!

Jess Liberi (@jessliberi) 's Twitter Profile Photo

Take a listen to my recent podcast with Craig Iskowitz to learn about eMoney Advisor's mission of “helping people talk about money", what is full spectrum planning, and why it's so important to engage a broader set of individuals than ever before. wmtoday.com/2021/01/18/itz…

Jess Liberi (@jessliberi) 's Twitter Profile Photo

Excited about our continued journey in the financial wellness space. @MacGardner_CFP is an incredible partner, and brings unparalleled passion and commitment to everything he does. The future is bright, and eMoney Advisor is leading the charge to bring more plans to more people!

Jess Liberi (@jessliberi) 's Twitter Profile Photo

Streamlining business efficiency, increasing business development, and improving client satisfaction are just some of the boxes that eMoney planning solutions check off for our clients. Read the full ROI of eMoney report here: bit.ly/3xfti1u