Jess Liberi
@jessliberi
Fintech leader | Helping advisors deliver engaging, personalized advice experiences, grow their businesses, and maximize efficiency with innovative tech.
ID: 829423150047825920
08-02-2017 20:14:23
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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
Excited to wrap day 2 of #emoneysummit19 with Angela Duckworth on #grit. It’s a common denominator of high performers in any field.
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.
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.
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…
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
Stressed about finances? You’re not alone! Read more for ideas from that can help. Carmen Reinicke BluOceanGlobalWealth Kevin Keller
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!
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…
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!