At the 2024 eMoney Summit, we will examine the intersection of human insight and digital innovation to discover how to deliver recommendations that genuinely connect with your clients' goals, leading to substantial growth and stronger relationships. 💡 2024 Summit Highlights: • Earn up to 15 CE credits with industry experts • Personalized 1:1 consultations • 30+ breakout sessions • Networking lounge • Peer-to-peer roundtables Lock in Early Bird pricing—the lowest rate offered: https://bit.ly/3mSBvVI #eMoneySummit24 #financialplanning #financialplanningsoftware
eMoney Advisor
Financial Services
Radnor, PA 28,859 followers
eMoney is a leading provider of technology solutions and services that help people talk about money.
About us
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 106,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.8 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.
- Website
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https://emoneyadvisor.com
External link for eMoney Advisor
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Radnor, PA
- Type
- Privately Held
- Founded
- 2000
- Specialties
- Wealth management, financial planning, client management, advisor marketing, Computer Software, financial planning technology, and financial technology
Locations
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Primary
4 Radnor Coporate Center, Suite 220
100 Matsonford Road
Radnor, PA 19087, US
Employees at eMoney Advisor
Updates
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🎯 Join Joe DeMarkey, Chairman of NRMLA, and Michelle Olechowski Riiska, ChFC® from eMoney for this CE-eligible webinar revealing strategies that can enhance your client's financial security. See how eMoney illustrates the effect these strategies have on a client’s plan. 👇Take advantage of this opportunity and RSVP for your space today: https://bit.ly/3X8Wnue Financial Experts Network #financialplanning #financialwellness #fintech
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🏆 Discover how a cutting-edge financial planning practice incorporates AI tools while building deep relationships with clients on the latest episode of the Heart of Advice Podcast. Beyond Your Hammock CEO Eric Roberge CFP®, shares how his team uses modern tech to help clients take an intentional approach to pursuing their life goals. 👇 Listen now at heart-of-advice.castos.com, Apple Podcasts, or Spotify. Or read the highlights and transcript at emoneyadvisor.com/blog. #financialplanning #podcast
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#eMoneyProud 🎉 We are thrilled to share that we were named a winner at the 2024 Wealth Management Industry Awards in the Financial Planning category for Multi-view in Decision Center. Here are the highlights from last night's gala event. Congratulations to the eMoney team! Learn more about the #wealthies and Multi-View in Decision Center 👇 https://lnkd.in/eiEJXTyh WealthManagement.com #financialplanning #financialplanningsoftware
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💡 Effective lead nurturing will allow you to build trust, establish credibility, and foster meaningful connections with potential clients that can lead to long-term relationships. 👉🏽 Learn more about powering your firm’s growth with lead nurturing on our blog: https://lnkd.in/earaxX8Y via Valerie Rivera #leadgen #financialplanning
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🌟 International Day of Charity 🌟 This year, eMoney employees have donated over $12,000 to 65+ charities and volunteered 770 hours with various organizations. To thank our team for their incredible efforts, we hosted a fun virtual escape room event. 🎉 Big shoutout to our generous and dedicated crew! 🙌 #eMoneyProud #InternationalDayofCharity #workculture
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📢 With many financial advisors nearing retirement, succession planning is as crucial as ever. 👇🏽 Join us on September 5 for our webinar to learn how to protect your practice's future and keep client relationships strong. RSVP for your space today. https://lnkd.in/gejmCQcW Theresa Gralinski | Joe Buhrmann #financialplanning #successionplanning
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📢 More than 1,000 eMoney Certifications have been completed through our University Program and other partnerships. 👇🏽 Read more about our commitment to the next generation of financial planners. https://bit.ly/47i2kd8 #nextgen #financialplanning
eMoney Advisor Expands Commitment to Next Generation of Financial Planners - eMoney Advisor
emoneyadvisor.com
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📢 SVP of Product Management Chad Porche discussed our 2023 Beyond the Plan research and how client satisfaction increases with the use of the Client Portal via InvestmentNews. https://bit.ly/4dwIVH7 #financialplanning #financialplanningsoftware
What is DIY planning for KOCs, pros and cons of DIY planning for KOCs - InvestmentNews
https://www.investmentnews.com
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💡Have you thought about the importance of ROI when it comes to your financial planning software? 👇🏽 Read our latest post to see how eMoney users are seeing a quick return on their investment, via Tom Sullivan #FintechROI #BusinessGrowth #ClientSatisfaction
The ROI of Financial Planning Software
emoneyadvisor.com