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FinTech Marketer

Philadelphia, PA
Joined June 2014
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What goes on in the mind of your clients? We surveyed investors to understand how they choose their advisors. Visit plan.emoneyadvisor.com to take our quiz and test your knowledge.
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“People don’t care how much you know, until they know how much you care.” - Max Mintz from Common Interests on our #FinLit panel for underserved markets led by @emoney_jliberi #eMoneySummit20 – at Pennsylvania, USA
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“Purpose powers passion.” Words of wisdom from Mac Gardner, who participated in one of my favorite panels at #eMoneySummit20 — FinLit for Underserved Markets led by @emoney_jliberi 🤗
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Am I really doing the cupid shuffle at home while listening to @cyntmarshall during the #eMoneySummit20? I sure am! Diversity is being invited to the party, inclusion is being asked to dance. Thanks for asking me to dance!
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Our head of financial planning, Matt Schulte just kicked off a panel discussion focused on how financial services is rapidly evolving with the disruption of technology, the expanding role and scope of financial professionals, and more. #eMoneySummit20 #PowertothePlan
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Lightning Round ⚡ Matt Schulte asked our panelists to share one best practice that an advisor/firm can implement today. 1. Have a commitment to be great a financial advisor. 2. Have a technology roadmap for your firm. 3. Understand what your clients need. #eMoneySummit20
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"We all know the value of a support network, but we also need a challenge network. A group of people who believe in our potential and care about our success so much that they're willing to tell us the truth - even if it hurts," Adam Grant, author and psychologist. #eMoneySummit20
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What does it take to be a successful giver in the workplace? According to @AdamMGrant 1. Keep the wrong people off the bus 2. Prevent giver burnout 3. Harness the strength of weak ties #eMoneySummit20
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Matt Schulte discusses generational preferences for AI and big data at #eMoneySummit20 #PowertothePlan
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Paige Hill retweeted
Checking into #eMoneySummit20 Looking forward to a great, informative few days!
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What generation is changing the most due to the pandemic? Tune in now to #eMoneySummit20 and hear from expert on generations Cam Marston (@GenInsight) for his take on why the answer will impact you.
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"But just as eMoney has evolved over 20 years and 2020 has forced the world to change, the role of the financial advisor has evolved" - Matt Schulte, head of financial planning. #eMoneySummit20 #PowertothePlan
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We may not be in person this year, but the virtual #eMoneySummit20 is off and running! Here we go!!
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Ed O'Brien talks silver linings during his opening keynote of #eMoneySummit20
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"At eMoney, like all of you, we are planners. And we've centered our business on planning for 20 years. It's at the heart of everything we do"" - Ed O'Brien, CEO. #eMoneySummit20 #PowertothePlan
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According to our research, 69% of advisors saw an increase in virtual presentations and use of the screensharing function in eMoney doubled. Ed O'Brien discusses the impact of the pandemic during his opening keynote. #eMoneySummit20 #PowertothePlan
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Tomorrow is the last day to register for #eMoneySummit. Join @eMoney_Phill and I to learn how an engaging and active social media strategy can grow your revenue and take your business to the next level!
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Congratulations @eMoneyAdvisor winner of the TECHNOLOGY PROVIDERS: Account Aggregation category of the 2020 Wealth Management Industry Awards! #WMIA20 #Wealthies