Fellow Advisors and Planners-

Welcome to the Fall Edition of eMoney’s AdvisorAdvocate. Twice a year 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.

The last few months have highlighted the importance of security and protecting your confidential and irreplaceable documents and effects. Securing personal data remains our priority and we continue to enhance the AdvisorPlatform™ with the latest technology to ensure safety of client information.

Recent events on the Gulf Coast have highlighted the vulnerability of life and those things which we hold dear. The AdvisorPlatform’s online Vault provides clients with peace of mind knowing that in an emergency their personal and irreplaceable business and personal documents are safely stored online. Read more about eMoney’s Vault below.

We hope you find these articles interesting and informative. And as always, we appreciate your feedback.

Enjoy,
Edmond Walters
Chairman/CEO, eMoney Advisor, LLC
 
Get Smart About Security
Remember bank robberies in movies? We can almost look back on them wistfully in today’s age of computer hacking and identity theft. In the movies at least, the bad guys stole the money and rode into the sunset, leaving people shaken but usually intact.
Transitioning To Fees
Today many advisors are interested in the benefits of transitioning to fee-based financial planning. While the rewards might be great, it does take some time to make a return on your investment.
eMoney Advisor Reaches $50 Billion Milestone
Over the past few years, it has become clear that clients are increasingly sophisticated and have greater expectations of their financial advisors.
Be Heard!
Retaining clients is one of the most pressing concerns most advisors face. Quality clients are a premium and in today’s mobile world clients relocate or simply ‘shop around’. It is estimated that the cost of recruiting a new client is in fact ten times as much as retaining a current one.
Hurricane Survival - What Can You Do?

In the wake of Hurricanes Katrina and Rita, 1000s lost their lives, livelihoods and personal effects. What can we in the financial services industry do to help safeguard our clients from disaster? We encourage clients to protect their most personal documents and irreplaceable photos, videos and family histories in the AdvisorPlatform’s Vault. The Vault provides an online “safety deposit box” accessible from anywhere (with Internet connection) anytime.

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www.emoneyadvisor.com
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