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October 14-16  

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The Heart of Advice:
The core of what makes a truly exceptional client experience.

 


2019 eMoney Summit: The Heart of AdviceSM

Forward-thinking advisors are approaching financial planning as both an art and a science. They are marrying the emotional and psychological elements of behavioral finance with the scientific, data-driven aspects of wealth management to deliver value in new ways. In doing so, they are staying one step ahead--anticipating client needs and preemptively exceeding them. And they are leveraging technology, automation, and predictive analytics to deliver a client experience that is highly personalized and scalable--realizing measurable advantages as a result.

 

 

Join us at the 2019 eMoney Summit as we explore how the industry’s future-ready and FlexGen AdvisorsSM are pushing boundaries, rethinking what is possible, and getting at The Heart of AdviceSM – the core of what makes a truly exceptional client experience. And learn how they are transforming their business models to deliver incremental value and more successful outcomes for both their firms and their clients.

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Pricing Information

Summit Admission Cost: $1,299

Early Bird pricing of $999!

Register Today!

 


Agenda
  


 Monday, October 14

    7:00-10:00 am – Registration 

    7:00-10:00 am – Pre-conference Sessions

    10:05-10:15 am – Opening Remarks

    10:15-10:45 am – The Heart of Advice, Ed O'Brien

    10:45-11:30 a.m. – eMoney Product Vision, Jess Liberi

    11:30-12:25 pm – Lunch

    12:30-1:20 pm – Breakouts

    1:30-2:20 pm – Breakouts

    2:30-3:20 pm – Breakouts

    3:30-3:45 pm – Break

    3:45-4:15 pm – Keynote Speaker

    4:14-4:45 pm – Keynote Speaker

    5:15-6:15 pm – Happy Hour, Exhibition Hall

 


 Tuesday, October 15

    7:00-8:00 am – Breakfast

    8:00-8:45 am – Keynote Speaker

    8:50-9:30 am – Keynote Speaker

    9:30-9:45 am – Break

    9:45-10:45 am – Round Table Discussions

    11:00-11:45 am – Round Table Discussions

    12:00-1:30 pm – Lunch

    1:30-2:15 pm – Partner Breakouts

    2:30-3:15 pm – Partner Breakouts

    3:15-3:30 pm – Break

    3:30-4:15 pm – Keynote Speaker

    4:20-5:00 pm – Keynote Speaker

    6:30-9:30 pm – Annual eMoney Party

 


 Wednesday, October 16

    7:00-8:00 am – Breakfast

    8:10-9:00 am – Breakouts

    9:10-10:00 am – Breakouts

    10:00-10:15 am – Break

    10:10-11:00 am – Breakouts

    11:10-12:00 pm – Breakouts

    12:00-12:30 pm – Boxed lunch to go!

 

 

 Wednesday, October 10

  7:30-8:25 a.m. – Breakfast

  8:30-9:20 a.m. – eMoney Breakouts: Training, Product Feedback, Continuing Education, Marketing Track

  9:30-10:20 a.m. – eMoney Breakouts: Training, Product Feedback, Continuing Education, Marketing Track

  9:30-10:20 a.m. – Break

  10:30-11:20 a.m. – eMoney Breakouts: Training, Product Feedback, Continuing Education, Marketing Track

  11:30-12:20 p.m. – eMoney Breakouts: Training, Product Feedback, Continuing Education, Marketing Track

  12:20-12:45 p.m. – Boxed Lunch to go!


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Speakers

A highlight of every eMoney Summit is hearing from a dynamic group of keynote speakers whose stories, knowledge, and insights inspire us in our own professional and personal ventures.


Stay tuned for the announcement of our 2019 speaker lineup!

 

Past Keynote Speakers

 

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Alison Levine
Speaker, Boundary-breaker, Game-Changer, New York Times Bestselling Author

 

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Daniel Pink
Author of WHEN: The Scientific Secrets of Perfect Timing

 

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Gary Vaynerchuck
Chairman of VaynerX, CEO of VaynerMedia, 5-Time NYT Bestselling Author 

 

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Pete Souza
Chief Official White House Photographer for U.S. Presidents Ronald Reagan and Barack Obama

 

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Simon Sinek
Founder and Visionary at Start with Why 
 

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Jeremy Gutsche
 NYT Bestselling Author, Innovation Keynote Speaker, CEO of Trend Hunter & Host of Future Festival 

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Guy Kawasaki
Chief Evangelist, Canva, Cheeze, Brand Ambassador, Mercedes-Benz 

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Andrew McAfee
Co-Director of the MIT Initiative on the Digital Economy

 

 Click here to check out our 2018 Summit Recap

 

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REGISTRATION IS NOW OPEN!
 

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