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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.



Pricing Information

Summit Admission Cost: $1299

Register Today!



Click here for a detailed view of sessions and their descriptions.


Monday, October 14

7:00-10:00 am – Registration 
7:15-10:00 am – Pre-conference Sessions
10:05-10:15 am – Conference Kickoff and Welcome, Jason Reiser
10:15-10:45 am – The Heart of Advice, Ed O'Brien
10:45-11:45 am – eMoney Product Vision, Jess Liberi
11:45-12:45 pm – Lunch
1:00-1:50 pm – Breakouts
2:00-2:50 pm – Breakouts
3:00-3:50 pm – Breakouts
3:50-4:00 pm – Break
4:00-4:40 pm – The Subscription Economy: A Once in a Century Business Model Shift, Tien Tzuo
4:45-5:30 pm – Neuroselling: The Brain Science Secrets of Persuasion, Influence, & Non-Coercive Compliance, Dr. Brynn Winegard

5:30-6:45 pm – Happy Hour, Exhibition Hall


Tuesday, October 15

7:00-7:55 am – Breakfast

8:15-9:00 am – The Happiness Advantage: Linking Positive Brains to Performance, Shawn Achor

9:00-9:45 am – Mapping the Future of the Advice Industry, Abby Johnson, Mike Durbin

9:45-10:00 am – Break

10:00-12:00 pm – Round Table Discussions

12:00-1:00 pm – Lunch

1:15-2:00 pm – Applying Behavioral Finance in Your Financial Planning Practice, Michael Kitces

2:05-2:45 pm – Heart to Heart: How You Can Differentiate

2:45-3:15 pm – Break   

3:15-3:45 pm – Partner Breakouts

4:00-4:30 pm – Partner Breakouts

4:40-5:30 pm – True Grit: The Surprising, and Inspiring, Science of Success, Angela Duckworth

5:30-5:35 pm – Day Two Closing Remarks, Jason Reiser

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

10:00-10:10 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!


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.

Click here to check out the 2019 speaker lineup!


Past Keynote Speakers



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



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



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



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



Simon Sinek
Founder and Visionary at Start with Why 


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


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

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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