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

🎧 NEW EPISODE! How can you shorten the learning curve for new planners in your firm? Hear insights from Hannah Moore, CFP®, in our latest Heart of Advice Podcast. Tune in here for the episode 👉🏽 https://lnkd.in/gCTVp3aT #financialplanning #nextgen #podcast Connor Sung, CFP®, BFA™ | Sasha Grabenstetter, AFC®, BFA™

🎉 As we wrap up 2024, we celebrate continued collaboration, innovation, and growth. Wherever you are in our eMoney community, you are part of our success, and we are grateful to be planning better together with all of you. 🚀 Here's to a productive and impactful 2025! #eMoneyProud #yearendrecap

🎧 NEW EPISODE! Join us on the Heart of Advice Podcast as Max Mintz discusses the ways he collaborates with clients to create values-based portfolios and drives deep engagement in the planning process. 👇🏽 Learn how he’s delivering responsible investing. https://bit.ly/4gECOlC #financialplanning #emoneypodcast

💡2024 was another productive year for eMoney aggregation. 🎉 In our ongoing commitment to providing best-in-class aggregation, we added 300+ new connections, including Navy Federal Credit Union, Robinhood, and Betterment for Advisors. 🚀 We also launched eMoney Aggregation as a standalone solution, which allows firms to power their own client experiences with our leading aggregation. 🙏🏽 As we gear up for 2025, eMoney remains dedicated to delivering top-notch account aggregation services in the new year and beyond. #productmarketing #financialplanningsoftware #aggregation

💡When do you start thinking about annual reviews? Implementing a workflow can help streamline your operations and ensure you’re providing impactful, personalized service to all your clients. 👇🏽 Our simple workflow serves as a solid foundation you can adapt to your clients’ needs. Read here to learn more: https://lnkd.in/eK3gswGP via Joe Buhrmann #financialplanning #annualreview

#ICYMI—Watch this on-demand webinar and hear from eMoney experts who discuss effectively utilizing account aggregation for enhanced decision-making, improved client retention, and better business results. https://bit.ly/4iHeaCD #financialplanning #aggregation #fintech

💡Everyone suffers from impostor syndrome sometimes. 👇🏽 Learn steps you can take to face your fears head-on and gain the confidence you need to become a successful financial advisor: https://bit.ly/3CrVhDd via Brad L Reichert, MBA, CFA®, CFP®, ChFC®, CLU®, CTS™, CAS® #financialplanning #financialadvisor #impostersyndrome

💡 Financial advisors, it's time to empower your clients with easy, secure access to their financial data. 👇🏽 Discover how our strategic approach to APIs stands in line with Section 1033 of the Dodd-Frank Act. Read all about it: https://bit.ly/3ZCCf56 Prisca Doh #apis #financialplanning

What a year it's been for eMoney Bear! 🐻 Between industry conferences, eMoney Bear took time to unwind and explore some fantastic places. Take a look at its 2024 journey and all the adventures along the way. 📷 via Jesse Giles + Jane Zhang #eMoneyProud #worklifebalance #financialplanningsoftware