Edmond Walters
Founder and CEO
eMoney Advisor, LLC
Welcome to the Fall edition of the AdvisorAdvocate. We hope to bring you news and information on how you can attract quality clients, have more satisfying and successful client relationships and improve your overall business.
eMoney Advisor today announced that its 360Pro software is a leading financial planning software product according to the independent report The Forrester Wave™: Financial Planning Software, Q3 2007, Forrester Research, Inc.
Fasten Your Seatbelts… Are you Ready to Make Money with eMoney?
Since our last Newsletter eMoney has developed a number of resources aimed at advisors' increased success. All are designed to give you assistance with the system; whether it is positioning, marketing, product...
Transforming the Practice
Case Study:
Horizon Wealth Management, LLC
In the spring of 2002, Pete Bush of Horizon Wealth Management, LLC in Baton Rouge, Louisiana knew he had to transform his financial planning practice. At the time, he created manual financial plans for clients and, like many advisors, he...
New Features In 5.1
by Susan Black, MBA,
Director of Financial Planning
This year has been an exciting and eventful one for eMoney, with the launch of eMoney 360Pro. We have not rested on our laurels, though, with a number of new enhancements developed over the past few months. Based on your feedback we have...
Become Your Client's Financial Advocate
by John DeVincent,
Executive Vice President, Marketing
Many advisors are expanding their book of business rapidly with both high net worth and affluent clients. eMoney has also expanded its offering to meet the needs of this diverse client market. eMoney’s Modular Needs Analysis, which includes...
October's Economic Outlook
by Joel Naroff,
Chief Economist, Commerce Bancorp
All we seem to hear about is subprime. And for good reason. The extensive use of imaginative mortgage products to put people into homes who couldn’t afford those homes was a major driving force in the economy. But that is all behind us and if the recent highs in the...
This newsletter has been brought to you by eMoney Advisor, LLC, 1001 E. Hector St. Conshohocken, PA 19428 www.emoneyadvisor.com
