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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

business careers

All Episodes

00:43:55

Intentional Leadership and Inclusion in Wealth...

Heart of Advice Podcast, Presented by eMoney ·

2025/11/24

Marcel V. Quiroga, CEO of TQM Wealth Partners, is a trailblazer with a personal, purpose-driven approach to financial planning. Marcel's journey as a single mother, daughter of immigrants, and woman navigating a male-dominated industry, highlights her philosophy of authenticity and inclusion. Her focus on empathy, connection, and actionable steps challenges traditional norms, encouraging financial professionals to move beyond transactional advising toward

en

00:49:43

Pathways to Scaling Financial Advice with Jamie Hopkins

Heart of Advice Podcast, Presented by eMoney ·

2025/10/29

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Wealth Officer at Bryn Mawr Trust and WSFS, turned personal tragedy—the loss of his father at a young age—into a mission to make financial advice accessible to working-class families. His varied career, from law to academia and corporate leadership, is grounded in this purpose. He co-created the Retirement Income Certified Professional® (RICP®) program, transforming retirement education with

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00:49:43

Pathways to Scaling Financial Advice with Jamie Hopkins

Heart of Advice Podcast, Presented by eMoney ·

2025/10/29

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Wealth Officer at Bryn Mawr Trust and WSFS, turned personal tragedy—the loss of his father at a young age—into a mission to make financial advice accessible to working-class families. His varied career, from law to academia and corporate leadership, is grounded in this purpose. He co-created the Retirement Income Certified Professional® (RICP®) program, transforming retirement education with

en

01:01:27

How Identity Shapes Money Decisions with Carl Richards

Heart of Advice Podcast, Presented by eMoney ·

2025/10/01

Carl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with just card stock and a Sharpie. Since then, Carl has become a Certified Financial Planner™, built and sold a successful investment firm, and spoken at financial and investment events worldwide. His bestsellers, The Behavior Gap and The One-Page Financial Plan, have been translated into over ten languages and continue

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01:01:27

How Identity Shapes Money Decisions with Carl Richards

Heart of Advice Podcast, Presented by eMoney ·

2025/09/26

Carl Richards is a Certified Public Planner™ and the director of investor education for the BAM Alliance, which serves over 130 independent wealth management firms nationwide. He is widely recognized as the creator of the popular Sketch Guy column in The New York Times, a columnist for Morningstar Advisor, and the author of The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money. Beyond his financial expertise, Carl’s simple sketches have been

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00:46:05

Helping Clients Make Better Decisions Through Value...

Heart of Advice Podcast, Presented by eMoney ·

2025/09/04

James Werner’s twenty-five-plus years in wealth management reflect not only deep expertise but also a genuine passion for helping clients make informed, confident decisions during pivotal moments. As a Certified Financial Planner and Partner at Waverly Advisors, James brings his experience and expertise to Waverly after Silicon Hills Wealth Management, the firm he co-founded with Tom Brown, was acquired by Waverly Advisors, LLC. In this episode he

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00:46:05

Helping Clients Make Better Decisions Through Value...

Heart of Advice Podcast, Presented by eMoney ·

2025/09/04

James Werner’s twenty-five-plus years in wealth management reflect not only deep expertise but also a genuine passion for helping clients make informed, confident decisions during pivotal moments. As a Certified Financial Planner and Partner at Waverly Advisors, James brings his experience and expertise to Waverly after Silicon Hills Wealth Management, the firm he co-founded with Tom Brown, was acquired by Waverly Advisors, LLC. In this episode he

en

00:44:40

Getting Clients Out of Their Heads and Into Their...

Heart of Advice Podcast, Presented by eMoney ·

2025/07/31

Brendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance into advisor-client relationships. He is also the creator and host of The Human Side of Money Podcast, a bi‑weekly series offering actionable strategies for advisors seeking to deepen trust, improve communication, and guide clients through emotionally charged financial decisions. In this episode, Brendan delves into the intersection of

en

00:44:40

Getting Clients Out of Their Heads and Into Their...

Heart of Advice Podcast, Presented by eMoney ·

2025/07/31

Brendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance into advisor-client relationships. He is also the creator and host of The Human Side of Money Podcast, a bi‑weekly series offering actionable strategies for advisors seeking to deepen trust, improve communication, and guide clients through emotionally charged financial decisions. In this episode, Brendan delves into the intersection of

en

01:00:05

Celebrating 25 Years of Financial Planning with Matt...

Heart of Advice Podcast, Presented by eMoney ·

2025/07/01

In this episode, our hosts discuss eMoney's history as the company marks its 25th anniversary. To help celebrate, we asked Matt Schulte to be our guest as he celebrates his 25th year at the company. Matt shares insights into the early days of eMoney, his early career, the company's growth, and its eventual impact on the industry. From his beginnings working in insurance to becoming a key player in financial technology, the conversation captures both his

en

01:00:05

Celebrating 25 Years of Financial Planning with Matt...

Heart of Advice Podcast, Presented by eMoney ·

2025/07/01

In this episode, our hosts discuss eMoney's history as the company marks its 25th anniversary. To help celebrate, we asked Matt Schulte to be our guest as he celebrates his 25th year at the company. Matt shares insights into the early days of eMoney, his early career, the company's growth, and its eventual impact on the industry. From his beginnings working in insurance to becoming a key player in financial technology, the conversation captures both his

en

00:55:02

Balancing Empathy and Technology in Financial...

Heart of Advice Podcast, Presented by eMoney ·

2025/06/03

Patti Brennan, CFP®, CFS, CEO of Key Financial Inc., has carved a remarkable path from her early career as a nurse to becoming a leader in the world of wealth management. Through her inspiring story, Patti demonstrates how her compassion-driven approach, honed during her nursing days, has profoundly shaped her financial planning firm. As a mother of four, she balanced building her business with raising a family, offering valuable insights into navigating

en

00:55:02

Balancing Empathy and Technology in Financial...

Heart of Advice Podcast, Presented by eMoney ·

2025/06/03

Patti Brennan, CFP®, CFS, CEO of Key Financial Inc., has carved a remarkable path from her early career as a nurse to becoming a leader in the world of wealth management. Through her inspiring story, Patti demonstrates how her compassion-driven approach, honed during her nursing days, has profoundly shaped her financial planning firm. As a mother of four, she balanced building her business with raising a family, offering valuable insights into navigating

en

00:33:46

Empowering Women in Financial Planning with Cary...

Heart of Advice Podcast, Presented by eMoney ·

2025/04/29

A passionate advocate for women in the financial space, Cary Carbonaro, CFP®, MBA, Managing Wealth Advisor, Women and Wealth Ambassador at Ashton Thomas Private Wealth, shares actionable insights from her upcoming book, Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, in the latest Heart of Advice Podcast episode. Cary dives into how financial professionals can better serve female clients by addressing unconscious biases, taking a

en

00:33:46

Empowering Women in Financial Planning with Cary...

Heart of Advice Podcast, Presented by eMoney ·

2025/04/29

A passionate advocate for women in the financial space, Cary Carbonaro, CFP®, MBA, Managing Wealth Advisor, Women and Wealth Ambassador at Ashton Thomas Private Wealth, shares actionable insights from her upcoming book, Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, in the latest Heart of Advice Podcast episode. Cary dives into how financial professionals can better serve female clients by addressing unconscious biases, taking a

en

00:32:14

The Next Generation of Financial Planners with Hannah...

Heart of Advice Podcast, Presented by eMoney ·

2024/12/20

What drives the next generation of financial planners? How can you help them succeed in your firm? Those are some of the topics we’re exploring in this episode of the Heart of Advice podcast with our guest, Hannah Moore, CFP®, CeFT®. As the founder of Amplified Planning, a financial planning training and education program, and head of The Externship, she brings her perspective on the next generation of financial planners, what they’re looking for, and

en

00:32:14

The Next Generation of Financial Planners with Hannah...

Heart of Advice Podcast, Presented by eMoney ·

2024/12/20

What drives the next generation of financial planners? How can you help them succeed in your firm? Those are some of the topics we’re exploring in this episode of the Heart of Advice podcast with our guest, Hannah Moore, CFP®, CeFT®. As the founder of Amplified Planning, a financial planning training and education program, and head of The Externship, she brings her perspective on the next generation of financial planners, what they’re looking for, and what firms can do to

en

00:38:05

Podcast Episode #9: Values-aligned Investing with Max...

Heart of Advice Podcast, Presented by eMoney ·

2024/12/05

How do you engage with clients who want to combine financial returns with philanthropic impact? That’s just one of the topics we touch on with our guest Max Mintz, a partner and financial planner at Common Interests, a certified B Corp advisory firm based in New Jersey. In this episode, Max shares his unconventional path to becoming a financial planner, with a background in engineering, social advocacy work, and studies in philosophy and religion. His firm specializes in

en

00:38:05

Values-aligned Investing with Max Mintz

Heart of Advice Podcast, Presented by eMoney ·

2024/12/05

How do you engage with clients who want to combine financial returns with philanthropic impact? That’s just one of the topics we touch on with our guest Max Mintz, a partner and financial planner at Common Interests, a certified B Corp advisory firm based in New Jersey. In this episode, Max shares his unconventional path to becoming a financial planner, with a background in engineering, social advocacy work, and studies in philosophy and religion. His firm specializes in

en

00:34:29

Expanding the Impact of Financial Planning with Erin...

Heart of Advice Podcast, Presented by eMoney ·

2024/11/19

In this Heart of Advice Podcast episode, we explore the transformative impact that financial planning can have on clients’ lives, and how the future of financial planning is happening today. Our guest, Erin Voisin, CFP®, Managing Director of Wealth Management Services at EP Wealth, shares her experience getting into the financial planning profession, as well as all the different ways she’s elevating those around her. She delves into how she approaches connecting with and

en

34 results

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