eMoneyAdvisor LLC

09/01/2026

Eighty-four percent of clients actively use their portal when given access, and those who frequently engage with it demonstrate a 35-point increase in trust.

The key takeaway? Collaboration doesn’t have to end when the meeting does.

The strongest client relationships are built through consistent engagement between planning conversations. Client portals can help keep clients informed, connected, and actively involved in their financial plans.

08/31/2026

Technology can make financial planning more efficient, but efficiency only matters when it improves the client experience.

The right tools help financial professionals spend less time on manual tasks and more time focused on what matters most: understanding their clients, building trust, and guiding meaningful conversations. As automation grows, so does the value of human advice.

What aspects of the advisor-client relationship do you believe technology can never replace? Let us know in the comments section.

08/28/2026

Heading to Future Proof Festival?

Join eMoney, Addepar, and YCharts for an evening of networking, conversation, and connection.

Whether you're looking to connect with industry peers, continue conversations sparked during the day, or unwind after a full schedule of sessions, join us for delicious bites, refreshing drinks, and meaningful networking.

RSVP for your space. Link in the comments section.

08/28/2026

Clients don't experience your firm in separate departments. They experience one relationship.

By connecting marketing and planning, advisors can create a consistent journey from prospect to client, helping build trust, improve engagement, and deliver greater value over time.

Learn how to create a more connected client experience. Link in the comments section.

08/27/2026

Expanding your firm involves more than just acquiring additional clients; it's about assembling the right team to effectively serve them.

Joe Buhrmann, Advisory Financial Planning Practice Management Consultant at eMoney, discusses how well-structured teams, clearly defined roles, and robust processes can enable advisory firms to scale efficiently while enhancing the client experience via Proactive Advisor Magazine.

Read the article: https://bit.ly/4x8uQK8

A strong team model can help financial advisory serve more clients while providing a high-quality, well-rounded experience.

08/27/2026

Join this CE webinar to learn how to use planning tools and what-if scenarios to bring insurance conversations to life. Discover how to evaluate existing coverage, uncover potential gaps, and help clients better understand the role insurance plays in protecting their long-term goals.

You'll walk away with practical strategies to strengthen client plans, increase confidence, and make insurance planning a more meaningful part of the financial planning process.

Register today. Link in the comments section.

08/26/2026

On Women's Equality Day, we're reminded that meaningful financial planning begins with understanding each client's unique experiences, goals, and needs.

Women are not a single market segment. As Kathleen Burns Kingsbury shares in this Heart of Advice article, advisors can build stronger relationships by moving beyond assumptions and creating personalized experiences rooted in trust, collaboration, and respect.

Read the full article. The link in the comments section.

08/26/2026

CoPlanner keeps getting better.

Now advisors can evaluate even more planning strategies and turn those recommendations into client-ready presentations with Smart Presentations.

Stay tuned as CoPlanner continues to evolve.

08/25/2026

Financial planning isn't about making every decision simpler. It's about helping clients understand how their financial decisions connect.

Retirement timing, taxes, cash flow, insurance, estate planning, and legacy goals don't exist in separate conversations. They influence one another, often in ways that aren't immediately obvious.

The real challenge for planners isn't reducing every situation to its simplest form. It's having the tools to help clients see how all the moving pieces fit together and make decisions with confidence.

In our latest blog, we explore why greater clarity, not greater simplification, leads to better planning conversations. Link in the comments section.

08/25/2026

Are you overlooking the risks that live below the surface in your clients’ financial plans?

Read our blog to learn best practices for uncovering hidden risks, leveraging technology, and fostering client confidence. Link in the comments section.