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PODCAST

Heart of Advice Podcast, Presented by eMoney

The Heart of Advice Podcast, presented by eMoney, features insights into financial advisor success designed to help you take your financial planning practice to the next level. In each episode, we’ll invite financial professionals to discuss what’s at the heart of it all: The advisor-client relationship—which is transactional, yet deeply personal. The Heart of Advice Podcast is produced by eMoney, a leading provider of technology solutions and services that help people talk about money. Learn more

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All Episodes

00:36:56

Spotlight on Estate Planning with Christina Lynn

Heart of Advice Podcast, Presented by eMoney ·

2024/10/10

Every good advisor wants to ensure a client’s legacy is protected, but many struggle with reviewing estate plans and motivating clients to act. In this episode, we get to the heart of the issue by speaking with Christina Lynn, PhD, CFP®, AFC®, CDFA®. As a Practice Management Consultant at Mariner Wealth Advisors, she understands the challenges financial advisors face when discussing estate planning with clients. Many clients are uncomfortable talking about their mortality, and

en

00:36:56

Spotlight on Estate Planning with Christina Lynn

Heart of Advice Podcast, Presented by eMoney ·

2024/10/10

Every good advisor wants to ensure a client’s legacy is protected, but many struggle with reviewing estate plans and motivating clients to act. In this episode, we get to the heart of the issue by speaking with Christina Lynn, PhD, CFP®, AFC®, CDFA®. As a Practice Management Consultant at Mariner Wealth Advisors, she understands the challenges financial advisors face when discussing estate planning with clients. Many clients are uncomfortable talking about their mortality, and

en

00:34:17

A Mindful and Tech-forward Approach to Planning with...

Heart of Advice Podcast, Presented by eMoney ·

2024/09/06

How can you help clients find the right balance of saving for the future while enjoying their hard-earned wealth now? That’s the topic we’re diving into with our guest Eric Roberge, CFP®, the CEO of Beyond Your Hammock.In this episode, we explore the unique challenges and opportunities in serving high-net-worth clients during their peak earning years. Eric emphasizes the importance of a holistic approach that combines financial planning technology with emotional intelligence. With

en

00:34:17

A Mindful and Tech-forward Approach to Planning with...

Heart of Advice Podcast, Presented by eMoney ·

2024/09/06

How can you help clients find the right balance of saving for the future while enjoying their hard-earned wealth now? That’s the topic we’re diving into with our guest Eric Roberge, CFP®, the CEO of Beyond Your Hammock. In this episode, we explore the unique challenges and opportunities in serving high-net-worth clients during their peak earning years. Eric emphasizes the importance of a holistic approach that combines financial planning technology with emotional intelligence

en

00:37:21

Personalization and the Niche Financial Planning...

Heart of Advice Podcast, Presented by eMoney ·

2024/07/30

In this Heart of Advice Podcast episode, we explore how effective discovery meetings can transform client-advisor relationships. By delving into clients' money histories, goals, and values, advisors can offer highly personalized financial advice. This approach can help clients pursue nontraditional goals and empower them to own their unique financial journeys. Our guest, Financial Staples Founder and Principal Chloé Moore, CFP®, shares her successful strategies for reaching tech

en

00:37:21

Personalization and the Niche Financial Planning...

Heart of Advice Podcast, Presented by eMoney ·

2024/07/30

In this Heart of Advice Podcast episode, we explore how effective discovery meetings can transform client-advisor relationships. By delving into clients' money histories, goals, and values, advisors can offer highly personalized financial advice. This approach can help clients pursue nontraditional goals and empower them to own their unique financial journeys.Our guest, Financial Staples Founder and Principal Chloé Moore, CFP®, shares her successful strategies for reaching tech industry

en

00:36:57

Creating an Inclusive Financial Planning Practice...

Heart of Advice Podcast, Presented by eMoney ·

2024/06/28

Have you ever thought about what it would take to make your financial planning practice more inclusive? LGBTQ+ people are diverse, and their goals reflect a need for individualized solutions. Nearly 63 percent of people in the LGBTQ+ community feel most advisors don’t understand their financial challenges, and 48 percent of LGBTQ+ Americans have experienced discrimination by someone in the financial services industry. In episode 4 of the Heart of Advice Podcast, we chat with

en

00:36:57

Creating an Inclusive Financial Planning Practice...

Heart of Advice Podcast, Presented by eMoney ·

2024/06/28

Have you ever thought about what it would take to make your financial planning practice more inclusive? LGBTQ+ people are diverse, and their goals reflect a need for individualized solutions. Nearly 63 percent of people in the LGBTQ+ community feel most advisors don’t understand their financial challenges, and 48 percent of LGBTQ+ Americans have experienced discrimination by someone in the financial services industry.In episode 4 of the Heart of Advice Podcast, we chat with LGBTQ+ financial

en

00:53:38

Fintech Plus Financial Psychology Equals Success with...

Heart of Advice Podcast, Presented by eMoney ·

2024/06/10

Want to grow your financial planning practice and work smarter, not harder? Gain the insight you need to do just that in this episode, featuring Beratung Advisors CEO Greg Furer, CFP®. He's passionate about educating and empowering clients and financial professionals, taking a tech-forward approach.The episode explores how Greg uses technology to streamline the financial planning process, enhance client communication, and scale his practice, which has experienced 600 percent AUM growth. He

en

00:53:38

Fintech Plus Financial Psychology Equals Success with...

Heart of Advice Podcast, Presented by eMoney ·

2024/06/10

Want to grow your financial planning practice and work smarter, not harder? Gain the insight you need to do just that in this episode, featuring Beratung Advisors CEO Greg Furer, CFP®. He's passionate about educating and empowering clients and financial professionals, taking a tech-forward approach. The episode explores how Greg uses technology to streamline the financial planning process, enhance client communication, and scale his practice, which has experienced 600 percent

en

00:58:57

Couples & Money: Keeping Clients on the Same Page...

Heart of Advice Podcast, Presented by eMoney ·

2024/05/09

Have you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2 of the Heart of Advice Podcast, we dive deep into keeping couples in financial alignment in your planning practice. Joining us are two guests with tips to help you navigate challenging conversations. First, we’ll hear from Sonya Lutter, Ph.D., CFP®, LMFT, Director of Financial Health and Wellness and Masters programs at Texas Tech University. She shares insights from her research, her

en

00:58:57

Couples & Money: Keeping Clients on the Same Page...

Heart of Advice Podcast, Presented by eMoney ·

2024/05/09

Have you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2 of the Heart of Advice Podcast, we dive deep into keeping couples in financial alignment in your planning practice. Joining us are two guests with tips to help you navigate challenging conversations. First, we’ll hear from Sonya Lutter, Ph.D., CFP®, LMFT, Director of Financial Health and Wellness and Masters programs at Texas Tech University. She shares insights from her research, her

en

00:41:32

The Next Level of Personalized Wealth Planning with...

Heart of Advice Podcast, Presented by eMoney ·

2024/05/06

Welcome to the first episode of the Heart of Advice Podcast. We are covering the topics that directly affect you, the financial planning professional, including how to meet clients’ expectations for personalization. Our guest this episode is CEO of Abaris Financial Group: Abbey Henderson, CFP®️, RLP®️, CPCC®️, CAP®️, AEP®️. We talk in-depth about how she approaches holistic financial planning, incorporating the client's values, goals, and aspirations. She also discusses why she

en

00:41:32

The Next Level of Personalized Wealth Planning with...

Heart of Advice Podcast, Presented by eMoney ·

2024/05/06

Welcome to the first episode of the Heart of Advice Podcast. We are covering the topics that directly affect you, the financial planning professional, including how to meet clients’ expectations for personalization. Our guest this episode is CEO of Abaris Financial Group: Abbey Henderson, CFP®️, RLP®️, CPCC®️, CAP®️, AEP®️. We talk in-depth about how she approaches holistic financial planning, incorporating the client's values, goals, and aspirations. She also discusses

en

34 results

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