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

This Summit coverage from Advisor Magazine discusses aggregation as a standalone solution for firms. 👇🏽 Read the full article to learn the benefits of eMoney Aggregation: https://bit.ly/3Yy1ZQF #eMoneySummit24 #financialplanning

💡 A lack of succession planning poses a major risk to both advisors and clients. 👇🏽 Hear from Theresa Gralinski, Director at the Advisor Advancement Institute at New York Life Investments, about why now is the time to start establishing a clear succession plan for your practice. https://bit.ly/4f6arfV via Theresa Gralinski #financialplanning #succession

📢 Join us for our upcoming webinar with Fidelity, where we will explore the connection between digital empowerment and financial psychology. We'll share lessons learned from companies that integrate technology and financial psychology practices and how these firms achieve better results. https://bit.ly/40giYbB #financialplanning #webinar

🎃 Happy Halloween from the eMoney Team! 🎃 Our team showcased their pumpkin-carving skills, and the results are simply *spook-tacular!* 👻 Take a look through our photos to see the team's creative (and slightly spooky) creations. #eMoneyProud #happyhalloween

💡Here's Summit coverage from Financial Advisor Magazine, which discusses the upcoming Premium Client Portal and other new planning features. Check out the article to learn more: https://bit.ly/3Ykzip6 #financialplanning #eMoneySummit24

💡Our latest research shares what makes collaborative financial planning successful. 👇🏽 Visit our blog for practical tips on improving your planning approach and providing your clients with effective tools to that strengthen your relationships. https://lnkd.in/eFFKzpKZ via Emily Koochel, PhD, AFC®,CFT™ #collaborativeplanning #financialplanning #financialplanningsoftware

🎉 We're honored that the eMoney Summit has been named one of the Best Conferences for Financial Advisors under the "Going Home to Your Advisor Community" category, especially on the heels of our successful 2024 Summit last week! Thanks to the Michael Kitces team and all of our amazing clients who attend Summit each year. You inspire us to keep raising the bar! 😊 #eMoneySummit24 #financialplanning #financialplanningsoftware

Are you making the most of data aggregation? 🤔 While many advisors adopt account aggregation, satisfaction often falls short. Join our webinar, "From Accounts to Insights," to discover how to unlock the full potential of account aggregation for improved decision-making and client retention. 👇🏽 RSVP now. https://bit.ly/3Nu88Hd Chris Mauriello | Madeleine Schulz #financialplanning #aggregation

💡Enjoy this Summit coverage from ThinkAdvisor, which discusses the latest product features and updates, including details about the upcoming Premium Client Portal and new planning features. 👇🏽 Click here to read the full article. https://bit.ly/48hZkxI #financialplanning #eMoneySummit24