Paige Hill retweeted
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.
“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
Paige Hill retweeted
“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 🤗
Paige Hill retweeted
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!
Paige Hill retweeted
eMoney Launches Financial Planning and Wellness App ift.tt/34d4yeD
Paige Hill retweeted
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
Paige Hill retweeted
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
Paige Hill retweeted
"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
Paige Hill retweeted
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
Paige Hill retweeted
Matt Schulte discusses generational preferences for AI and big data at #eMoneySummit20 #PowertothePlan
Paige Hill retweeted
Checking into #eMoneySummit20 Looking forward to a great, informative few days!
Paige Hill retweeted
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.
Paige Hill retweeted
"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
Paige Hill retweeted
We may not be in person this year, but the virtual #eMoneySummit20 is off and running! Here we go!!
Paige Hill retweeted
"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
Paige Hill retweeted
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
Paige Hill retweeted
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!
Paige Hill retweeted
Congratulations @eMoneyAdvisor winner of the TECHNOLOGY PROVIDERS: Account Aggregation category of the 2020 Wealth Management Industry Awards! #WMIA20 #Wealthies










