📢 Registration is now open for the 2026 eMoney Summit! Join us virtually October 19 to 21 for a three-day event dedicated to simplifying workflows, strengthening client relationships, and enabling more confident financial decision-making. Inspired by the theme “Powering What’s Possible,” the Summit features expert-led sessions, product roadmap previews, personalized 1:1 consultations, and opportunities to earn up to 15 CE credits. Register today to secure your spot and take advantage of early bird pricing 👉🏽 bit.ly/4uK74Tb #eMoneySummit26 #financialplanning

Advisors use CoPlanner to quickly create planning strategies, explore various client scenarios, and save valuable time during the planning process without compromising quality. Watch the video to hear what advisors are saying. ☺️ #CoPlanner #financialplanningsolutions

Your clients have come to expect personalized experiences in all aspects of their lives—including from their financial plan. Read more about how to deliver in our latest blog post: bit.ly/3QeRdNW #financialplanning

What if the most powerful thing you could hand a client after a meeting wasn’t a detailed report, but something their spouse could actually understand? In this episode, @alisusko_alison, our VP of Community, joins @MikeLangford at the Fearless Investing Summit to explore why simplicity may be the most underrated competitive advantage in financial planning today. They discussed why so many advisor deliverables still require the advisor to be in the room to make sense of them, how the “non-CFO spouse” is reshaping client communication, and why the industry is moving from deep complexity to relationship-first simplicity. The conversation also covered our fastest-growing integration with @eMoneyAdvisor, how @JumpAdvisorAI can build an Asset-Map Report from a recorded meeting in real time, and why multi-generational planning is becoming essential. If you’re thinking about how to create more intuitive client experiences and more meaningful conversations, this episode is worth your time. Listen here 👉 hubs.li/Q04kWmd70

AI is transforming financial planning by making workflows more efficient, improving decision-making, and enhancing the client experience. However, one thing is certain for financial planners: technology should complement the human element rather than replace it. Discover what your peers are discussing in this eBook 👉🏽 bit.ly/3SzlsQd #AI #financialplanning

Financial planning isn’t a one-and-done deal anymore. Markets fluctuate, life evolves, and surprises happen. That’s why an adaptive approach powered by scenario analysis is a game changer. Imagine exploring multiple “what if” outcomes before making decisions—helping your clients stay resilient no matter the twists ahead. Ready to future-proof your financial plans with smart, flexible strategies? Read our blog to learn more: bit.ly/4alpdik #financialplanning

Transparency isn’t just about sharing information; it’s about building trust through clarity, accessibility, and a more connected planning experience. Your Client Portal helps bring that to life. From Plan View and Vault to Task Tracker and your Advisor Page, these tools turn transparency into something clients can actually see, use, and experience every step of the way. Explore the full article to learn more: bit.ly/49SSC3f #financialplanningsolutions #clientportal

We invite you to join eMoney’s Chris Mauriello for an upcoming webcast with @ThinkAdvisor to discover new ways to engage the next generation of clients. You’ll learn how to: • Engage younger clients with digital-first and short-form strategies • Create seamless onboarding and collaborative planning experiences • Build lasting relationships through real-time, personalized interactions Register now to position your practice for the next generation of investors. bit.ly/4utO9vb #financialplanning #financialplanner #nextgen

Don’t forget to register and join @zocksio and eMoney for a relaxing evening of cocktails, light bites, and the opportunity to connect with fellow attendees at @Wealth__Edge. Date: Wednesday, June 10 Time: 7:00 p.m. ET WME attendees: Please RSVP by June 8 bit.ly/4uhGEIA #financialplanningsolutions #EDGE #WealthManagement

#ICYMI: What does the future hold for financial planners? We gathered perspectives from top advisors, academics, and tech experts to uncover the key trends redefining the industry. From AI-powered tools to the growing importance of financial psychology, stay ahead by understanding what’s next: bit.ly/4ckaggP #AI #financialplanning

The eMoney team will be attending @Wealth__Edge, and we’re excited to connect with leading advisory firms and their advisors. Visit us at booth K31 to explore our latest offerings—from CoPlanner to our Premium Client Portal—designed to enhance collaboration, efficiency, and engagement in planning. Be sure to stop by to explore what’s new. #financialplanning #financialplanningsolutions #EDGE #WealthManagement

Our first Smarter Planning webinar of the year is now available on demand. In this session, we explore how shifting client expectations—spanning digital experiences to new fee models—are transforming the industry. We also discuss strategies that advisors can implement to adapt to these changes. Watch now to discover how a more flexible planning approach can help you engage with clients effectively and grow alongside them over time 👉🏽 emoneyadvisor.com/resources/…{}&utm_campaign=FY26_Q2_DG_GRTH_Smarter-Planning-Webinar-February-26-2026-On-Demand_WBR_SMA&utm_source=twitter &utm_medium=sma&utm_content=webinar #financialplanning

Scaling your financial planning practice doesn’t have to mean trading personalization for volume. Discover six practical strategies that help you serve more clients while delivering deeper insights and clearer guidance on our blog: bit.ly/4as7827 #financialplanning

What does client-centered financial planning truly mean? At Third Eye Associates, it involves integrating life planning with financial planning to create a more engaging and personalized experience. By using eMoney, they help clients visualize their finances, maintain connectivity, and take a more active role in their financial plans, leading to greater confidence in their decisions. Watch the video and read the case study for more information 👉🏽 bit.ly/4vlftfZ #financialplanning

“Powering What’s Possible”—together. At this year’s eMoney Summit, we’re focused on what matters most: helping you deliver better outcomes for your clients. Join us virtually to learn how to: • Simplify your workflow with smarter technology • Build stronger, more meaningful client relationships • Create plans that adapt to real-life needs and long-term goals Plus, earn up to 15 CE credits and connect 1:1 with eMoney experts for personalized guidance you can put into practice right away. Save your spot today; Early Bird pricing is available for a limited time 👉🏽 emoneyadvisor.com/summit/?ut…{}&utm_campaign=FY26_Q2_000_0000_eMoney-Summit-2026_LPG_SMA&utm_source=twitter &utm_medium=sma&utm_content=summit #eMoneySummit26 #financialplanning

Technology plays a crucial role in simplifying the client meeting process. It helps advisors minimize manual tasks and enter meetings equipped with relevant, personalized insights. With innovative tools like the eMoney Decision Center, advisors can more effectively evaluate various strategies, such as early retirement, increasing savings, or delaying Social Security. This enhances the clarity and structure of client conversations. Download the guide to discover how technology can streamline client meeting preparation and enhance the overall planning experience 👉🏽 bit.ly/4o4DmGv #financialplanningsolutions #financialplanning

Gen Z is transforming the financial planning industry by encouraging advisors to reconsider their service offerings and pricing structures. In response to these expectations, financial professionals are adjusting their fee models to be more transparent and flexible, ensuring they align better with the needs and values of a new generation. Click the link to learn more 👉🏽 bit.ly/4fWbOAU #financialplanning #financialplanningtips

Last chance to register for our June CE webinar! In this webinar, you will learn how to help clients avoid common pitfalls such as outdated beneficiary designations, unclear directives, and inaccessible digital assets. You will also gain practical strategies for keeping plans up to date, enhancing client engagement, and navigating multigenerational complexities. RSVP for your space today: bit.ly/4wWyJCt #financialplanning

Money silence can quietly undermine even the best financial plan. In this blog post, Kathleen Burns Kingsbury explores why honest conversations—not just better numbers—lead to better client outcomes. bit.ly/4viER6q #financialpsychology #financialplanning

Financial planning is most effective when clients stay engaged. It’s not just about creating a plan; it’s about involving clients throughout the journey and building engagement over time. From onboarding and early actions to building ongoing habits and personalization, each step helps clients stay connected and understand their full financial picture. In this guide, you’ll learn how to: • Drive adoption • Build engagement • Personalize the experience Download the full guide to get started: bit.ly/4u1bgNw #financialplanning #clientportal

In our latest webinar, discover how to transform routine meetings into impactful "aha" moments. We explore how to combine consistent processes and personalized interactions using eMoney and the Premium Client Portal. Learn how technology can enhance your value, improve understanding, and foster deeper trust over time. Download and watch now: bit.ly/4wOPyim #financialplanningtools #clientportal