Feeling stretched thin despite business growth? It may not be a capacity problem.

According to executive coach Melanie McConville, RCC™, one of an advisor's most important transitions is shifting from running a practice to designing one. In the first installment of our Accidental CEO series, she shares how values, client segmentation, and intentional planning can help advisors build a more scalable future.

Read the article: bit.ly/4z0DmuQ

#financialplanning

Chris Grant, Director of Product Management for Client Experience at eMoney, discusses how enhancing the prospect journey can help firms sustain momentum, showcase their value sooner, and transform initial interest into trust.

Read the full article via @PowerAdvice26 👉 bit.ly/4ip5p0O

#financialplanning

How can enterprise firms strengthen client trust and loyalty?

Research shows firms combining technology with financial psychology achieve 86% client trust, 75% client loyalty, and twice the annual referrals compared with traditional approaches.

Read the research to see how s can strengthen client relationships and drive measurable results 👉 bit.ly/3Ume1gQ

#enterprise #financialplanning #fintech

Client engagement is about building stronger relationships and achieving better business outcomes. When clients feel informed and connected to their financial plans, they are more likely to retain services and refer new business. Many firms are moving beyond traditional meetings re meaningful engagement throughout the client journey.

Join our upcoming webinar, From Prospect to Client: One Portal, More Possibilities, to discover how eMoney helps advisors foster a more connected experience from the first conversation through ongoing planning.

Register today 👉 bit.ly/4z6ujth

#productupdate #financialplanning #fintech

How do you keep client communication personal as your practice grows? Automate consistency, not relationships.

See how advisors can combine scalable communication processes with timely, human outreach 👉 bit.ly/4jf8UsL

#financialplanning

Attending Osaic ConnectED @osaic_inc?

Join us at Booth 519 for cookies, cocoa, and conversations. While you're there, check out live eMoney demos and discover new ways to create more connected planning experiences for your clients.

We hope to see you there.

#fintech #financialplanningsolutions #ConnectED26

There’s still time to register for our upcoming CE webinar, The Retirement Goldilocks Zone: Finding the Right Balance Between Taxes, Income, and Long-Term Wealth.

Explore planning opportunities during the critical years before and after retirement, including Roth conversions, Social Security timing, healthcare considerations, and tax management.

Learn how comprehensive financial planning can help create the “just right” balance between today’s tax costs and future savings while supporting better retirement outcomes.

Register today and join us on Thursday, November 5 👉 bit.ly/4BobP98

#financialplanning

A great client experience begins with the very first interaction, not just during onboarding. Client portals have become important for advisors to deliver transparency, engagement, and personalization on a scale. In fact, 93% of clients report experiencing a highly personalized dvisors frequently utilize client portals.

Join our upcoming webinar, From Prospect to Client: One Portal, More Possibilities, to learn how eMoney is improving the portal experience and helping advisors create a more connected prospect-to-client journey.

Register now 👉 bit.ly/4z6ujth

#productupdate #financialplanning

Is your firm’s tech stack becoming a tangled web of disconnected tools? Each new platform might seem like a smart fix, but over time, fragmentation slows you down and complicates client service.

Learn more about the hidden challenges of a fragmented tech stack—and how to overcome them—on our blog 👉 bit.ly/4yR2wfq

#financialplanning #fintech

We’re excited to join #PrincipalExchange2026 in Florida!

If you’re attending, be sure to catch Joe Buhrmann, Advisory Financial Planning Practice Management Consultant at eMoney, for his session, Planning-Led Client Engagement, on November 4 from 4:10 to 5:00 p.m.

In this r practical ideas for creating engaging planning experiences while enhancing efficiency and scalability. See you soon.

#fintech #financialplanning #financialplanningsoftware

Financial decisions are rarely made in isolation. This is why advisors make a difference. By helping clients recognize connections within their financial situation, evaluate trade-offs, and understand potential outcomes, advisors can foster more informed decision-making and build greater confidence in the planning process.

Learn more: bit.ly/4ymxSeq

#financialplanning

Confidence is not the same as certainty. In financial planning, confidence often comes from helping clients see their full financial picture, test assumptions, and understand the decisions in front of them. Katherine Phillips, CFP®, explains how preparation, technology, and better questions can turn review meetings into moments of clarity.

Learn more 👉 bit.ly/3W0imXz

#financialplanning

As client expectations rise and advisor capacity tightens, enterprise firms need more than individual planning expertise. They need an integrated planning infrastructure that delivers consistent, comprehensive advice, uncovers client needs, and supports repeatable growth.

When embedded in workflows and client engagement models, financial planning can help firms expand capacity, strengthen relationships, and ensure a consistent advisory experience.

For more details, read our recent blog post 👉 bit.ly/4A0q42w

#financialplanning #enterprise

Most clients don't struggle because they lack financial goals.

They struggle because they have too many.

Retirement. Education. Debt reduction. Major purchases. Lifestyle goals. All competing for limited resources.

Traditional discovery processes are great at gathering information, but they don't always help clients determine what matters most.

That's where goals-based planning, supported by modern planning technology, can make a difference. Interactive planning tools help clients visualize goals, explore tradeoffs, and understand the impact of different decisions, turning abstract objectives into actionable plans.

In our latest article, we explore how financial professionals can:

✅ Move beyond data collection
✅ Help clients prioritize competing objectives
✅ Use planning technology to visualize goals and outcomes
✅ Reduce decision fatigue
✅ Drive meaningful action
✅ Create a natural path toward comprehensive planning

Sometimes the most valuable question in financial planning isn't "How much do you have?"

It's "What matters most right now?" Learn more 👉 bit.ly/4iv7pF0

#financialplanning

A better onboarding process starts with asking for the right information.

With Customized Data Gathering, you can tailor what you collect for your firm or individual clients and create reusable templates that make onboarding more efficient and consistent.

Join us for this rn how to reduce administrative work, improve efficiency, and create a consistent, on-brand client experience, all from a single platform.

Reserve your spot today 👉 bit.ly/4z6ujth

#productupdate #financialplanningsolutions #fintech

Chamie Townsend, CFP®, brings a unique path to financial planning—one shaped by mathematics, engineering, risk management, and a commitment to helping clients build lives aligned with their values.

In this Heart of Advice Spotlight, she shares what inspired her career, why authenticity has shaped her success, and what opportunities she sees for women entering the profession today 👉 bit.ly/4iES0D7

#financialplanning #financialplanner

Before we get too far into fall, let’s recap some of the major enhancements released over the last few months.

☑️ Spot opportunities faster with Financial Assessment
☑️ Identify client needs with new Needs Analysis topics
☑️ Evaluate strategies with enhanced Plan Comparison
☑️ pportunities with expanded CoPlanner intelligence
☑️ Turn recommendations into client-ready Smart Presentations
☑️ Bring more analysis into the conversation with new Decision Center reports

Swipe through to discover more about each enhancement. Which feature has become your favorite tool in eMoney? Share your thoughts in the comments section.

#fintech #financialplanningtools #financialplanning

A huge thank you to our more than 1,500 attendees, speakers, sponsors, partners, and the entire eMoney team who worked tirelessly behind the scenes to make this year's Summit a success.

We truly appreciate the conversations, strategies, and insights that are powering what’s s and their clients. We look forward to seeing everyone again next year! 😊

#eMoneySummit26 #fintech #financialplannigsolutions