eMoney Advisor Newsletter

Edmond Walters
Founder and CEO
eMoney Advisor, LLC

Welcome to the Spring 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.

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Analysts Rave
About eMoney's Software

Research Analysts play an important role in the due diligence process for companies looking for software solutions. eMoney has taken part in a number of analyst reviews in the past six months. Analysts from top research firms including Forrester, Celent and Gartner commented on the power of eMoney’s software, its flexibility and the...

Be in to Win – Check out www.transformyourpractice.com

Transitioning to fee based planning has many rewards. Advisors report the ability to be more objective and spend more quality time with their clients. eMoney’s 360Pro software fits well with a fee-based planning approach. eMoney developed a new website to help advisors making the transition by providing free resources and links.

In case you missed it!
by Susan Black, MBA,
Director of Financial Planning

eMoney has added a lot of cool new features in V5.2. Again, we listened to you and are proud to announce the following:
Year-end savings - customization schedule with editing capability in the Planning Center in order to show...

May's Economic Outlook
by Joel Naroff,
Chief Economist, Commerce Bancorp

Are we in a recession? That is still the common question but it is not really relevant. While growth remained positive in the first quarter, it sure feels like a recession. And most importantly, everyone seems to be acting as if there is one.
The economy is...

Best Practices for
Your Annual Review Process

Meeting with clients annually and updating their financial plan is an important part of the financial planning process. Below are some best practice tips for maximizing your annual client review process.
Aaron Schmoekel, CFP, of Schmoekel Wealth Management based out of...

Transforming the Practice
Case Study: Bauer Capital

Brett Bauer of Bauer Capital started his career in the insurance industry in the 1980s. After 20 years in the industry, Brett was looking for more out of his business, and greater satisfaction for his clients. Though his production had been increasing...

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www.emoneyadvisor.com