Welcome to the Fall 2006 Edition of eMoney’s 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.
The New Year will bring some exciting enhancements to the AdvisorPlatform. AdvisorPlatform v4.6 is due to be launched at the beginning of the first quarter. There will be many additional planning features in this version as well as a taste of some of the retirement features we plan to bring you later in Spring 2007. For more information on some of the planned enhancements, read on in this newsletter.
In the meantime, there are two important conferences to close out 2006. The Financial Planning Association Conference (October 21-24th) is one of the premier industry events of the year. The diversity of education at FPA Nashville 2006 ensures that there is something for everyone at this conference. eMoney will be exhibiting this year at booth 1033 – so be sure to stop by.
The LIMRA Annual Meeting (October 29-31) I believe, will also be an outstanding event. Attracting more than 500 top financial executives worldwide and with Former President Bill Clinton as a Key Note Speaker, the event should be enlightening and educational. I will be sharing the stage with Robert Ball, Special Consultant from The Guardian, and William Moore, COO of Mass Mutual Life Insurance Company. I hope to see you at my presentation October 31, from 9:50 to 10:50 AM entitled Attracting Advisors and Customers with Web-Based Accumulation & Aggregation Tools. I hope to also see you at our booth. For more information on this event check out http://www.limra.com/events/EventDetail.aspx?ID=256.
We hope you find these articles interesting and informative. And as always, we appreciate your feedback.
Enjoy,
Edmond Walters
Founder and CEO, eMoney Advisor
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Fellow Advisors and Planners - 
