Fintech leader | Helping advisors deliver engaging, personalized advice experiences, grow their businesses, and maximize efficiency with innovative tech.
Joined February 2017
- Tweets 324
- Following 359
- Followers 488
- Likes 462
32 Photos and videos
14 Jun 2021
Streamlining business efficiency, increasing business development, and improving client satisfaction are just some of the boxes that eMoney planning solutions check off for our clients.
Read the full ROI of eMoney report here:
bit.ly/3xfti1u
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25 Feb 2021
Excited about our continued journey in the financial wellness space. @MacGardner_CFP is an incredible partner, and brings unparalleled passion and commitment to everything he does. The future is bright, and @eMoneyAdvisor is leading the charge to bring more plans to more people!
25 Feb 2021
We’re excited to announce our new partnership with @MacGardner_CFP – financial literacy advocate and founder of FinLit Tech – to help expand our commitment to financial wellness. Read more: bit.ly/3qUQq2N
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19 Jan 2021
Take a listen to my recent podcast with @craigiskowitz to learn about @eMoneyAdvisor's mission of “helping people talk about money", what is full spectrum planning, and why it's so important to engage a broader set of individuals than ever before. wmtoday.com/2021/01/18/itzon…
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20 Oct 2020
Am I really doing the cupid shuffle at home while listening to @cyntmarshall during the #eMoneySummit20? I sure am! Diversity is being invited to the party, inclusion is being asked to dance. Thanks for asking me to dance!
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20 Oct 2020
Tuning in for Kodi Lee! Always amazed by his talents. He brings a smile to my face! Thank you #eMoneySummit20 for giving us some light-hearted enjoyment and perspective in these crazy (and virtual) times.
20 Oct 2020
Get ready for an exclusive performance from America's Got Talent 2019 Winner Kodi Lee! Tune in at 3:30 p.m. ET! #eMoneySummit20 #PowertothePlan
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19 Oct 2020
We may not be in person this year, but the virtual #eMoneySummit20 is off and running! Here we go!!
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10 Oct 2020
Stressed about finances? You’re not alone! Read more for ideas from that can help. @csreinicke @BlueOceanGW @krkindc
9 Oct 2020
Feeling anxious about money? Increasing financial knowledge can help cnbc.com/2020/10/09/feeling-… @csreinicke @CNBC @CFPBoard @krkindc @eMoneyAdvisor @emoney_jliberi #CFP #financialplanning #financialplan
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13 Aug 2020
As a self-proclaimed “foodie” and long-time fan of #topchef, I am SUPER excited about this! Join us at our first ever virtual @eMoneyAdvisor Summit! More details here... emoneyadvisorsummit.com
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13 Aug 2020
I had the pleasure of joining @scottjbecker on the Becker Group Business Leadership Podcast to discuss my journey at eMoney and what it’s like to lead our product team. Listen here: beckergroupbusinessleadershi…
7 Aug 2020
Now is the time to engage your clients and help them put into context all that is going on. If you're not talking to your clients, it's likely that someone else is.
5 Aug 2020
If the past tells us anything, these conditions are temporary, but your clients’ expectations are not. Our Head of Financial Planning Matt Schulte provides insight into how advisors can embrace change to meet client expectations via @ThinkAdvisor. bit.ly/2PlMabm
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27 Mar 2020
I’m hosting a webinar with Ed O’Brien and Matt Schulte on Monday at 1 p.m. ET to discuss maintaining your business and strengthening client relationships during disruption. We’ll be taking questions too. Would love for you to join us! bit.ly/33Pe5qJ
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11 Mar 2020
I’m excited to announce that eMoney's Foundational Planning won the 2020 FinTech Breakthrough Award for “Best Wealth Management Product.” I'd like to extend a big thank you to the eMoney team for their amazing efforts contributing to this achievement! bit.ly/2W3EJtW
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12 Feb 2020
Registration for the #eMoneySummit20 is OPEN! I hope you'll be joining us in Washington D.C. this October for the most action-packed experience yet. #PowertothePlan bit.ly/2SzyzhS
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22 Jan 2020
What does the Visa-Plaid deal mean for data aggregation?
21 Jan 2020
What does the Visa-Plaid deal mean for data aggregation? @emoney_jliberi offers her insight via @wealth_mgmt
bit.ly/2RczqWk
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18 Nov 2019
I am humbled to be named a ‘Woman to Watch’ by @investmentnews and to share the stage with such impressive and generous women who are blazing a trail in the industry.
18 Nov 2019
In its fifth year, the @investmentnews Women to Watch recognition program is honoring 22 female financial advisers and industry executives who are advancing the financial advice industry. bit.ly/2CUAIxd #INw2w
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30 Oct 2019
Had lots of fun talking with @businessinsider about the future of wealth management, and how @eMoneyAdvisor is helping advisors and clients adapt to these changes with a digital, interactive, planning-centric platform.
29 Oct 2019
Our Head of Product Jess Liberi was named a “Wealth Management Innovator” by @businessinsider. Read more here: bit.ly/2Jt4Djz
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18 Oct 2019
Great time had by all in Austin! Until next year... #emoneysummit19
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15 Oct 2019
Excited to wrap day 2 of #emoneysummit19 with @angeladuckw on #grit. It’s a common denominator of high performers in any field.
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Jess Liberi retweeted
15 Oct 2019
@BillSimonet calls BS on the wealthy only notion, laments his lack of long hair in the 70’s,and breaks out in song to close. That’s Austin baby 👏👏👏👏#eMoneySummit19
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