eMoney Advisor Presents New Research Findings and Product Roadmap during Day 1 of Annual Summit
Summary
eMoney CEO Ed O’Brien revealed highlights of the findings during his opening keynote, which summarized how critical it is for advisors to marry the emotional and psychological elements of behavioral finance with the scientific, data-driven aspects of wealth management. Being at the heart of advice is about truly understanding your clients and adjusting your style to deliver an experience that is personalized and tailored to their needs and expectations,” said O’Brien. Throughout the Summit, attendees will collectively participate in more than 1,000 one-on-one training sessions with eMoney coaches; 10 hours of CFP ® Continuing Education credits; and more than 70 break-out presentations covering diverse topics, including cyber-security, marketing, client relationships, advanced planning techniques, market volatility, charitable giving, and artificial intelligence, among others. In addition, advisors have an opportunity to offer real-time feedback on four features already included in the product roadmap by participating in the new eMoney Ideation Lab. The 2019 eMoney Summit is proudly sponsored by Fidelity Investments, United Capital, a Goldman Sachs Company, and 25 industry partners.
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