eMoney Advisor Best Practice
By eMoneyAdvisor LLC
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Podcast Description
eMoney Advisor is a leading provider of web enabled wealth and goal planning solutions that gives advisors a competitive edge. eMoney's AdvisorPlatform provides the ultimate versatility in meeting the needs of a highly competitive and diverse wealth management market.br br Our AdvisorPlatform and AdvisorMarketing are designed to increase an advisors effectiveness and efficiency in delivering wealth management services to clients. This series of podcast will provide valuable tips and recommendations for maximizing the usage of the advisorplatform within your practice.
| Name | Description | Released | Price | ||
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1 |
Financial Planning -It’s a Family Affair | Beyond college planning Advisors are seizing new opportunities to strengthen the financial stability of their client’s children resulting in increased client satisfaction and increased assets under management. Learn best practice tips from Susan Black, Director of Financial Planning for eMoney Advisor. | 9/2/08 | Free | View In iTunes |
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2 |
Financial Planning Tips for Helping Retirees Spend Wisely | Paul McClatchy, Vice President of Financial Planning for eMoney Advisor, joins Joan-Marie Ebert to discuss why retirees are overestimating how much they can withdrawal from their savings annually in retirement. Paul provides tips for financial planners on how to create a retirement income strategy for their clients in the post-accumulation phase. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 7/21/08 | Free | View In iTunes |
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3 |
Specialize to Attract Your Ideal Client | Learn how to become a financial specialist and you will attract your ideal clients, simplify your process and scale your practice. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 3/4/08 | Free | View In iTunes |
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4 |
Advantages of Web Based Software Applications | Nicholas DiLisi, Executive Vice President and Chief Technology Officer for eMoney Advisor, joins Joan-Marie Ebert to discuss why he recommends that business owners explore purchasing web based applications over all other types of software. Learn why web based applications are easier to administer, can offer increased data security and provide additional features not available with software installed locally to a PC. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 1/11/08 | Free | View In iTunes |
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5 |
IUM - the new AUM | Matthew J. Schulte, Senior Vice President of Enterprise Initiatives for eMoney Advisor, joins Joan-Marie Ebert to discuss his recent article, “Information under management – the new AUM,” published in Investment News on November 5, 2007. Matt reveals how helping clients achieve financial organization can result in alleviating your client’s unwanted stress, building trust with your clients and supporting your fee-based planning structure. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 10/26/07 | Free | View In iTunes |
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6 |
Economic Outlook - September 2007 by Joel Naroff | Joel Naroff gives his September economic forecast on a live call. He is joined for a question and answer session featuring Commerce Capital Markets participants. | 9/12/07 | Free | View In iTunes |
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7 |
The Power of Stories - Making a Connection with Clients | Edmond Walters, founder and CEO of eMoney Advisor, provides valuable tips for disarming initial relationship tension with prospects. Prior to forming eMoney Advisor in 2000, Mr. Walters spent more than 20 years in the financial services industry, advising high net worth clients. From 1983 to 1992 he was associated with Kistler, Tiffany & Company in Wayne, PA. In 1992, Walters helped found the Wharton Business Group, a financial advising firm, in Malvern, PA. A thought leader in the area of technology-based solutions for financial services, Mr. Walters has been published in the Wall Street Journal, New York Times, USA Today, SmartMoney.com, Advisor Today, National Underwriter and CPA Wealth Provider. He has been a guest on Dow Jones Marketwatch and Forbes.com Video Network and his comments have appeared in Investment News and Dow Jones Newswires, among others. | 7/10/07 | Free | View In iTunes |
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8 |
Case Study: Transitioning to Fee-Based Planning (SF) | Learn how The San Francisco Bay Area Agency successfully transitioned to fee based planning through the utilization of the eMoney system. The San Francisco Bay Area Agency is a Mass Mutual Financial Group advisory firm that focuses largely on local clients, many of whom are in the high tech industry. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 7/10/07 | Free | View In iTunes |
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9 |
Expertise is One Thing, Marketing is Something Else. | John DeVincent, EVP of Marketing for eMoney Advisor, reviews key marketing strategies for financial advisors. In this pod cast, John gives recommendations on how to develop an effective elevator pitch, tips for creating printed marketing materials and developing a web site plus additional information on how to differentiate yourself in today’s marketplace. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 7/10/07 | Free | View In iTunes |
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10 |
Case Study: Scaling Your Practice | Learn how Delaware Valley Financial Group, a regional insurance and financial advisory firm with approximately 150 associates in offices throughout the mid-Atlantic region, successfully scaled their practice and gained a competitive advantage with eMoney Advisor’s web based financial planning software tool. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 7/10/07 | Free | View In iTunes |
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11 |
Case Study: Transitioning to Fee-Based Planning (PPG) | Learn how Premier Planning Group, a comprehensive financial services firm located in Annapolis, Maryland, successfully transitioned to fee based planning through the utilization of the eMoney system. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 7/10/07 | Free | View In iTunes |
| 12 | VideoSpousal Trust | This brief video pod cast is designed for use by advisors using the eMoney system to illustrate to their clients the benefits and tax advantages that are achieved by establishing a Spousal Trust. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 6/15/07 | Free | View In iTunes |
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13 |
Case Study: The Impact of Aggregation | Learn how Cooper/Haims Advisors, LLC., a registered investment advisory firm offering a full array of wealth management solutions to high net worth clients, gained a competitive advantage with the aggregation functionality of the eMoney system. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 6/4/07 | Free | View In iTunes |
| 14 | VideoIntroducing eMoney Advisor's Professional Services Group | Learn how the Professional Services Group (PSG) can assist Advisors using the eMoney system by handling many of the administrative functions that are required to get clients established in the system. The Professional Service Group is staffed with highly skilled professionals who are available to assist Advisors with case entry, establishing their client’s aggregation, scanning documents in the Vault, assistance setting up their client’s Personal Financial Home Page, as well, as training and support. To find out more about eMoney’s Professional Services Group call 888-362-4612 or email psg@emoneyadvisor.com eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 5/16/07 | Free | View In iTunes |
| 15 | VideoRetirement Strategies | This brief video pod cast is designed for use by Advisors utilizing the eMoney system to show their clients how their retirement income can be optimized with a properly planned retirement income strategy. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 5/7/07 | Free | View In iTunes |
| 16 | VideoPossibility Planning | This brief video pod cast is designed for use by Advisors utilizing the eMoney system to illustrate to their clients all the possibilities that can be achieved in retirement with the creation of an eMoney Retirement Possibility Plan. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 5/7/07 | Free | View In iTunes |
| 17 | VideoAdvisor Testimonials | Learn from advisors who have transformed their practice through the utilization of the eMoney system. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 5/4/07 | Free | View In iTunes |
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18 |
eMoney Advisor Best Practices Podcast Series | eMoney Advisor is a leading provider of web based financial planning software tools, eMoney 360 and eMoney 360Pro. Over the past several years, eMoney has worked with thousands of advisors learning the best practices of the most successful advisors in the industry. This series of pod casts provides valuable tips and best practice recommendations for maximizing the usage of eMoney 360 and eMoney 360Pro within your practice. | 5/3/07 | Free | View In iTunes |
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19 |
The Most Data Wins | This pod cast describes how utilizing the eMoney system can strengthen client relationships and ensure that they are long lasting. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 5/3/07 | Free | View In iTunes |
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20 |
Technology Barrier | This pod cast provides advisors who are currently utilizing the eMoney system best practice tips for overcoming the technology barrier that may exist with some of their clients and prospects. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 5/3/07 | Free | View In iTunes |
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21 |
Key Features - The Vault and Alerts | This pod cast provides tips on how to best utilize two key features of the eMoney System: the Vault and Alerts. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 5/3/07 | Free | View In iTunes |
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22 |
Charging Fees | This pod cast features best practice tips on how to transition your advisory firm to fee based planning and how to communicate the new fee structure to clients and prospects. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 5/3/07 | Free | View In iTunes |
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23 |
Corporate Marketplace | The eMoney system helps advisors differentiate themselves in the corporate marketplace. For advisors targeting corporations and corporate executives, this pod cast provides valuable tips on how to respond to this target market’s concerns regarding security. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 5/3/07 | Free | View In iTunes |
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24 |
Corporate Programs | For advisors targeting corporate clients and corporate executives, this pod cast offers best practice tips on how advisors can utilize the eMoney system to address common concerns over security and the various rules and regulations governing these types of client relationships. eMoney Advisor provides web-based wealth-planning tools for financial advisors to use with their mass affluent and high net worth clients. To find out more about eMoney 360 and eMoney 360Pro, visit www.emoneyadvisor.com or call 888-362-4612. | 5/3/07 | Free | View In iTunes |
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25 |
CPA Alliances | Where your services fit in the banking space | 5/3/07 | Free | View In iTunes |
| Total: 25 Episodes |
Customer Reviews
The background music was....
OK, I would have liked to hear it rock out a little more, but the content was excellent.
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