Paige Hill

FinTech Marketer

[eMoney Advisor @eMoneyAdvisor]

What goes on in the mind of your clients?
We surveyed investors to understand how they choose their advisors.
Visit https://t.co/X2FEWlrIuO to take our quiz and test your knowledge.

[Paige Hill @fintechphill]

“People don’t care how much you know, until they know how much you care.” - Max Mintz from Common Interests on our #FinLit panel for underserved markets led by @emoney_jliberi #eMoneySummit20

[Joanna Armandi @j_armandi]

“Purpose powers passion.” Words of wisdom from Mac Gardner, who participated in one of my favorite panels at #eMoneySummit20 — FinLit for Underserved Markets led by @emoney_jliberi 🤗

[Jess Liberi @JessLiberi]

Am I really doing the cupid shuffle at home while listening to @cyntmarshall during the #eMoneySummit20? I sure am! Diversity is being invited to the party, inclusion is being asked to dance. Thanks for asking me to dance!

[ThinkAdvisor @ThinkAdvisor]

eMoney Launches Financial Planning and Wellness App https://t.co/ZENxCNVWdi

[eMoney Advisor @eMoneyAdvisor]

Our head of financial planning, Matt Schulte just kicked off a panel discussion focused on how financial services is rapidly evolving with the disruption of technology, the expanding role and scope of financial professionals, and more. #eMoneySummit20 #PowertothePlan

[eMoney Advisor @eMoneyAdvisor]

Lightning Round ⚡

Matt Schulte asked our panelists to share one best practice that an advisor/firm can implement today.

1. Have a commitment to be great a financial advisor.
2. Have a technology roadmap for your firm.
3. Understand what your clients need.

#eMoneySummit20

[eMoney Advisor @eMoneyAdvisor]

"We all know the value of a support network, but we also need a challenge network. A group of people who believe in our potential and care about our success so much that they're willing to tell us the truth - even if it hurts," Adam Grant, author and psychologist. #eMoneySummit20

[Joanna Armandi @j_armandi]

What does it take to be a successful giver in the workplace? According to @AdamMGrant
1. Keep the wrong people off the bus
2. Prevent giver burnout
3. Harness the strength of weak ties

#eMoneySummit20

[eMoney Advisor @eMoneyAdvisor]

Matt Schulte discusses generational preferences for AI and big data at #eMoneySummit20 #PowertothePlan

[Daniel Rowe @drowe20]

Checking into #eMoneySummit20 Looking forward to a great, informative few days!

[eMoney Advisor @eMoneyAdvisor]

What generation is changing the most due to the pandemic? Tune in now to #eMoneySummit20 and hear from expert on generations Cam Marston (@GenInsight) for his take on why the answer will impact you.

[eMoney Advisor @eMoneyAdvisor]

"But just as eMoney has evolved over 20 years and 2020 has forced the world to change, the role of the financial advisor has evolved" - Matt Schulte, head of financial planning.

#eMoneySummit20 #PowertothePlan

[Jess Liberi @JessLiberi]

We may not be in person this year, but the virtual #eMoneySummit20 is off and running! Here we go!!

[eMoney Advisor @eMoneyAdvisor]

Ed O'Brien talks silver linings during his opening keynote of #eMoneySummit20

[eMoney Advisor @eMoneyAdvisor]

"At eMoney, like all of you, we are planners. And we've centered our business on planning for 20 years. It's at the heart of everything we do"" - Ed O'Brien, CEO.

#eMoneySummit20 #PowertothePlan

[eMoney Advisor @eMoneyAdvisor]

According to our research, 69% of advisors saw an increase in virtual presentations and use of the screensharing function in eMoney doubled. Ed O'Brien discusses the impact of the pandemic during his opening keynote. #eMoneySummit20 #PowertothePlan

[Valerie Rivera @marketingmarVal]

Tomorrow is the last day to register for #eMoneySummit. Join @eMoney_Phill and I to learn how an engaging and active social media strategy can grow your revenue and take your business to the next level!

[Wealth Management @wealth_mgmt]

Congratulations @eMoneyAdvisor winner of the TECHNOLOGY PROVIDERS: Account Aggregation category of the 2020 Wealth Management Industry Awards! #WMIA20 #Wealthies