eMoney Advisor @eMoneyAdvisor

Early bird registration for the 2026 eMoney Summit ends June 26. Earn CE credits, explore 15+ tailored sessions, connect with peers and industry leaders, and gain fresh insights to strengthen your planning practice. Reserve your spot today 👉🏽 bit.ly/4uK74Tb #eMoneySummit26 #financialplanning #fintech

Some team members recently volunteered with the Boston Food Forest Coalition, harvesting and managing apple mint to help create space for new fruits, vegetables, flowers, and herbs while supporting local food access. At eMoney, employees receive 16 hours of Volunteer Time Off (VTO) each year to give back to causes they care about and make a positive impact in their communities. #eMoneyProud #givingback #volunteering

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💡New: Client Portal Dashboard Visibility Meets Control Gain insight into client onboarding and adoption so you can save time and drive Client Portal usage. #clientportal #financialplanningtools #financialplanning

💡Tune in to the latest episode of The Aligned Money Show, featuring Connor Sung, Director of Financial Planning at eMoney, as he explores the value of financial advice, the role of AI, and why money should be viewed as a tool, not the destination. #AI #financialplanning

George Grombacher @glgrombacher

2 days ago

Is financial peace of mind possible for everyone?  Connor Sung talks about what it is and how it's found! @eMoneyAdvisor #financialpeaceofmind #financialplanning #financialliteracy

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Financial planning is changing, and so is the discussion about intelligent technology. In our latest eBook, we discuss how planners can effectively assess intelligent technology. We also explore how tools like CoPlanner enable planners and advisors to develop strategies quickly while maintaining total control over their recommendations 👉🏽 bit.ly/44pOrsu #financialplanningtools #fintech #CoPlanner

#ICYMI - Technology plays a crucial role in simplifying the client meeting process. It helps advisors minimize manual tasks and enter meetings equipped with relevant, personalized insights. With innovative tools like the eMoney Decision Center, advisors can more effectively evaluate various strategies, such as early retirement, increasing savings, or delaying Social Security. This enhances the clarity and structure of client conversations. Download the guide to discover how technology can streamline client meeting preparation and enhance the overall planning experience 👉🏽 bit.ly/4o4DmGv #financialplanningsolutions #financialplanning

Wishing a Happy Father’s Day to all dads and father figures whose support, guidance, and care make a lasting impact each day.

Today, we celebrate Juneteenth and reflect on the importance of freedom, history, and community. Regular business hours will resume on Monday, June 22. #juneteenth

Get a first look at the sessions designed to deliver a fresh look at our product roadmap, best practices from top advisors, and industry insights from subject matter experts, to help strengthen your financial planning experience. Whether you’re already registered or still considering attending, now is the perfect time to explore what’s in store and customize your Summit experience. Join us before early bird pricing ends on June 26 👉🏽 bit.ly/4aDBFtW #eMoneySummit26 #fintech #financialplanning

A plan alone won't keep clients on track—they need motivation and support, too. On our blog, Antonette Roig, Head of Financial Planning Strategies & Solutions for @NewYorkLife and @EagleStrategies, explains how technology is helping create space for more human connections and driving better client outcomes 👉🏽 bit.ly/4xAOfnB #financialplanning #financialcoach

Feeling overwhelmed by complexity in your financial planning practice? Simplifying your processes is the key to unlocking scalable growth and delivering a better, more personalized client experience. Embrace structure to overcome chaos and achieve lasting success. Read how in our blog 👉🏽 bit.ly/4edrheL #financialplanning

More leads won't fix your pipeline...better leads will. Advisors who focus on personalization, data, and strategy are the ones turning prospects into long-term clients. Here's how to build a smarter approach 👉🏽 bit.ly/44cu0iB #financialplanning #leadgen

Quickly understand and explain the key differences between client plans with a clear, organized summary. The new Plan Changes section in Plan Comparison makes it easy to review and discuss differences during planning conversations and to update plans directly in your workflow. Check it out today. #fintech #financialplanningsolutions

By 2030, it is estimated that 7 million LGBTQ+ adults in the U.S. will be 65 or older, highlighting the growing importance of inclusive retirement planning. This Pride Month, explore how understanding each client’s unique goals, challenges, and vision for the future can help advisors better support LGBTQ+ clients through every stage of life. Read insights from Laura J. LaTourette, CFP®, in the link below. bit.ly/4xvDAL6 #financialplanningtips

Advisors use CoPlanner to quickly create planning strategies, explore various client scenarios, and save valuable time during the planning process without compromising quality. Watch the video to hear what advisors are saying. ☺️ #CoPlanner #financialplanningsolutions

Your clients have come to expect personalized experiences in all aspects of their lives—including from their financial plan. Read more about how to deliver in our latest blog post: bit.ly/3QeRdNW #financialplanning

What if the most powerful thing you could hand a client after a meeting wasn’t a detailed report, but something their spouse could actually understand? In this episode, @alisusko_alison, our VP of Community, joins @MikeLangford at the Fearless Investing Summit to explore why simplicity may be the most underrated competitive advantage in financial planning today. They discussed why so many advisor deliverables still require the advisor to be in the room to make sense of them, how the “non-CFO spouse” is reshaping client communication, and why the industry is moving from deep complexity to relationship-first simplicity. The conversation also covered our fastest-growing integration with @eMoneyAdvisor, how @JumpAdvisorAI can build an Asset-Map Report from a recorded meeting in real time, and why multi-generational planning is becoming essential. If you’re thinking about how to create more intuitive client experiences and more meaningful conversations, this episode is worth your time. Listen here 👉 hubs.li/Q04kWmd70

AI is transforming financial planning by making workflows more efficient, improving decision-making, and enhancing the client experience. However, one thing is certain for financial planners: technology should complement the human element rather than replace it. Discover what your peers are discussing in this eBook 👉🏽 bit.ly/3SzlsQd #AI #financialplanning

Financial planning isn’t a one-and-done deal anymore. Markets fluctuate, life evolves, and surprises happen. That’s why an adaptive approach powered by scenario analysis is a game changer. Imagine exploring multiple “what if” outcomes before making decisions—helping your clients stay resilient no matter the twists ahead. Ready to future-proof your financial plans with smart, flexible strategies? Read our blog to learn more: bit.ly/4alpdik #financialplanning

Transparency isn’t just about sharing information; it’s about building trust through clarity, accessibility, and a more connected planning experience. Your Client Portal helps bring that to life. From Plan View and Vault to Task Tracker and your Advisor Page, these tools turn transparency into something clients can actually see, use, and experience every step of the way. Explore the full article to learn more: bit.ly/49SSC3f #financialplanningsolutions #clientportal