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

💡 Our November CE webinar is now available on-demand! Get ready to gain valuable insights into Open Enrollment for Medicare (October 15 – December 7) and Marketplace (November 1 – January 15). 👀 Explore practical strategies to help your clients save money and take full advantage of these important enrollment periods. 👇🏽 Tune in anytime to watch the entire webinar here. https://bit.ly/4i3z6mW #financialplanning #webinar #openenrollment

⏱️ As advisors we know that finances can often keep our clients up at night, but what causes our sleepless nights? 👇🏽 Read our latest blog post to learn what you can do to get a better night’s sleep. https://bit.ly/4hZj7GK via Derek Lawson, Ph.D., CFP® #financialplanning #impostersyndrome

💡You don't want to miss our upcoming webinar on the psychology of money shame. Learn how financial trauma and money avoidance behaviors impact decision-making, especially in high-income, first-generation clients. 👇🏽RSVP for your space and discover techniques to foster trust and guide clients toward healthier financial habits. https://bit.ly/491mQQ2 Rahkim Sabree, AFC® | Sasha Grabenstetter, AFC®, BFA™ #financialplanning #financialwellness

💡 Navigating estate planning discussions is vital for protecting your clients' legacies. In the Heart of Advice Podcast, Dr. Christina Lynn shares key strategies for engaging clients and offers valuable insights for financial advisors. 👇🏽 Tune in to improve your estate planning approach. https://lnkd.in/ebASy3wX #financialplanning #estateplanning #eMoneyPodcast Connor Sung, CFP®, BFA™ | Sasha Grabenstetter, AFC®, BFA™

#ICYMI - eMoney CEO Susan McKenna joined the Diamond Podcast hosted by Jason Diamond, where she discussed the changing landscape of technology in wealth management and more. WealthManagement.com 👇🏽 Catch the full episode below! https://bit.ly/3Ofi9Z2 #financialplanningsoftware

🙌🏽 Let's take a moment to appreciate our client relationships this Thanksgiving season. 😊 What do you value most when working with your clients? 👇🏽 Share your thoughts below! #gratitude #financialplanning

📢 Step into the role of a financial guide who goes beyond numbers! 👇🏽 Discover how you can empower clients to navigate the emotional side of financial planning and make values-aligned decisions with insights from Ryan Goulart of think2perform: https://bit.ly/3AqNJjD #financialplanning

🙌🏽 We wrapped up another productive week at the AFCPE® Symposium with an informative breakout session, "Inside Out: Self-reflection for Financial Counselors," and chatted with our friends and colleagues about the latest financial planning updates. 😊 Thank you to everyone who stopped by our booth. We can't wait to reconnect in 2025! AFCPE® (Association for Financial Counseling and Planning Education®) Emily Koochel, PhD, AFC®,CFT™ | Sasha Grabenstetter, AFC®, BFA™ #AFCPE2024 #ExperienceAFCPE #financialplanning

💡Do you know how to help your clients master financial discipline? Support them in taking control of their finances through self-discovery, automation, and accountability. 👇🏽 Read more in our blog. https://bit.ly/3CESnv3 via Sasha Grabenstetter, AFC®, BFA™ #financialplanningtips #financialplanning