eMoney does not tolerate racism, injustice or discrimination. These principles have always been embedded in our company values. We stand with the Black community & all marginalized groups & pledge to listen, learn & do our part to create positive change in the workplace & beyond.
Ever wonder why people are so uncomfortable talking about money? Listen to @eMoneyAdvisor's new podcast to find out, and how #financialadvisors can help. 🎧
https://t.co/dI6w49OOmQ
💻 🔊Live Webinar Alert! Join @eMoneyAdvisor + Adviser Investments on July 24 to learn how they gained $118 million in new AUM, sold $62 million in new services to existing clients, and increased their plans delivered to clients by 1,000%. https://t.co/gE5isS5Ab5
BIG thanks to @sjmck1963 for organizing a fun-filled day of first ascents, boom sticks, break dancing, bike builds, and so much more! We’re incredibly lucky to have a leader who values relationships just as much as driving successful business results. #teambuilding#offsite
Webinar | @eMoneyAdvisor + @Fidelity
Learn how you can drive growth by delivering an integrated, digitally-enabled, and scalable experience across the advisor/client lifecycle. https://t.co/UvGnCsa3jG
Take advantage of the last day of Early Bird pricing to experience @eMoneyAdvisor's biggest event yet! #eMoneySummit19.
Learn more 👉 https://t.co/bvxBosQu1q
My reaction when we found out that @eMoneyAdvisor picked up another Fintech Breakthrough Award (@FinTech_Awards) for the "Best Overall Fintech Software" in 2019. https://t.co/t5ysuolTxQ
@Riskalyze integration enhancing 📈...
@eMoneyAdvisor is excited to bring you even more insight into your clients' risk scores by integrating Riskalyze with their Client Portal. Learn more » https://t.co/lgjMjbLJMo
Register for our webinar on 2/27 and see for yourself how Foundational Planning can add incredible value to your planning process and client experience. Seriously. Just do it. You can thank me later! 😉
Join us on Wednesday at 3 p.m. EST for to learn how our newest planning tool can help you streamline your conversations, improve the client experience, and scale your planning. https://t.co/AYSDpu7Y2P
[It's here!] @eMoneyAdvisor's Foundational Planning is now available!
✅ Create a financial plan quickly
✅ Focus on goals
✅ Scale your financial planning
Learn more here: https://t.co/Y02eOJzJdM
[Whitepaper] Combine your financial advice with the right technology to deliver personalized plans that'll help your clients achieve their goals. https://t.co/aIIrQZ5TBL
All the well-meaning policies the industry rolls out to promote women will be ineffective until the cultural perceptions of the industry change (by @jkador). https://t.co/2iF2yaVuLd
“Be proud of the decisions you have made, and if you’re not proud, don’t be afraid to make a change. Life is too short to try to live up to someone else’s expectations.�� Yep, this settles it. I’m officially a #fangirl 🙋🏻♀️ Read more about @emoney_jliberi in FORBES 👇
Our Head of Product, Jess Liberi (@emoney_jliberi), wants to shatter the misconception that women can’t have it all (via @Forbes). https://t.co/O1g5lR3M01
Calling all #CFPs! This one's for you. It's simple, really. Join our in-house CPFs for a #webinar and you'll earn continuing education credits from the CFP Board. See for yourself below.