eMoney CEO Ed O'Brien kicks off Summit with new research and insights on the trends that have taken over the wealth management space and how planning will continue to be the driving force for change in our industry.
Product strategy at eMoney is built on logic and creativity and propelled through innovation. Head of Product, Jess Liberi, will share our roadmap, which is inspired by your feedback and focused on building solutions to deliver that exceptional client experience.
During this session, Cynthia Marshall will talk about her life and role as SVP of HR and Chief Diversity Officer at AT&T, her move to CEO of the Dallas Mavericks, her strategy for values-based leadership, and why putting people first matters the most. She’ll also share the difference between diversity and inclusion and why both are important for success, and why HR is the heart of any organization. Cynthia’s vibrant attitude and enthusiasm for her job is contagious, and she’ll have you dancing by the time the 45 minutes are up.
For decades, financial services professionals have focused on demographic groups that are now moving into and past retirement. The Matures (born 1945 and prior) and the Baby Boomers (born 1946 – 1964) are the generations that the financial services industry grew up with and their client relationships were defined by traditional business models. Now, new generations who have different economic and cultural experiences are moving into age ranges that make them prime markets for investments, retirement planning, insurance, and other financial products.
Cam Marston understands the attitudes and expectations of the upcoming generations and what they expect from financial services providers. He knows how they buy, how they value different types of information, what their definition of “expert” is, how they apply it to financial professionals and what they want financial professionals to teach them. He understands their preferred methods of communications, which sales tools to use and how to use them effectively.
The next generation of financial services client has arrived. They will not tolerate being treated the same way their parents were treated. Learn what they want in this exciting and impactful presentation.
Culture is a key component of success, but many leaders struggle in managing the cultures of their teams and organizations.
Based on a decade of research and consulting with Fortune 500 companies—including recent projects at JetBlue, Goldman Sachs, Teach For America, and Warby Parker—Adam Grant argues that the highest-performing organizations are the ones that embrace an ethos of knowledge sharing, helping, and mentoring. “The greatest untapped source of motivation is a sense of service to others; focusing on the contribution of our work to other people’s lives has the potential to make us more productive than thinking about helping ourselves,” he maintains.
In his New York Times best-selling book, Give and Take, Grant examines the way interpersonal behavior in the workplace can lead to success, depending on whether you’re a “giver” (generous, helpful), a “taker” (a me-first, dog-eat-dog type), or a “matcher” (trades favors evenly, quid pro quo).
“Givers succeed in a way that creates a ripple effect, enhancing the success of people around them,” he writes. “Giver success creates value, instead of just claiming it.”
In this dynamic presentation, Grant outlines the key strategies for building a culture of productive generosity. He urges companies to reward givers and get rid of takers, by making their reputation known to them and challenging them to new behavior. He also shares how leaders and organizations can improve practices around selection and hiring, recognition and rewards, and collaboration and coordination—to boost revenue, efficiency, and satisfaction.
Join this panel of thought leaders to learn about holistic planning and the role it has in this industry today and in the future. Attendees will walk away with insights and perspectives on how technology, processes, and business efficiencies are evolving and powering financial plans to not only meet, but exceed investor needs while uncovering new business opportunities.
In need of CFP Board approved Ethics CE credit? This program has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, effective October 1, 2019.
Learn the basics of building a financial plan in eMoney through an instructor-led case study. *Sessions and topics are subject to change based off CFP® Board Approval.
Engage and Excite with the Client Site (.5 Credit)
Generate excitement and engagement as we show you a simple strategy to roll out the eMoney Client Site to your clients and keep them coming back for more! *Sessions and topics are subject to change based off CFP® Board Approval.
Join us for an update on what eMoney has been working on in the past year; we will show off our new features as well as the improvements we made to ones you already love. *Sessions and topics are subject to change based off CFP® Board Approval.
Learn how eMoney's Foundational Planning can help power your efforts to deliver more plans to more clients with streamlined workflows via an end to end planning experience. *Sessions and topics are subject to change based off CFP® Board Approval.
Websites, social media, and maps--oh my!
Don’t be scared of all the ways clients can connect with and find you in today’s digital world. After all, making sure your business can be found digitally is the first step in building lifelong client relationships. *Sessions and topics are subject to change based off CFP® Board Approval.
Advisors need to reach today’s consumers and prospects where they are–online. Val Rivera, eMoney Senior Product Marketing Manager, and Joe Kozeniewski, eMoney Demand Generation Strategist will discuss building a captivating social media strategy, choosing content, automating tasks, and increasing your audience. Learn how an engaging and active social media strategy can grow your revenue and take your business to the next level. *Sessions and topics are subject to change based off CFP® Board Approval.
Looking for some tips and tricks for using eMoney more efficiently and effectively? From gathering and entering client data to building and delivering comprehensive financial plans, this session will help you harness the power of eMoney through small wins for you, resulting in big wins for your clients. *Sessions and topics are subject to change based off CFP® Board Approval.
Learn how Estate Planning in eMoney helps you create simple flow charts for every client in your book, and how to model the distribution of complex tax efficient estates. *Sessions and topics are subject to change based off CFP® Board Approval.
Learn how to efficiently build complex retirement plans in eMoney, and how to present them to your clients in a way that's interactive and easy to understand. *Sessions and topics are subject to change based off CFP® Board Approval.
Join us as we explore the full suite of eMoney planning offerings to take a client through a holistic financial plan. *Sessions and topics are subject to change based off CFP® Board Approval.
Tax laws are constantly updating which means eMoney is, too. We'll walk you through how to ensure that your clients' tax projections are accurate and up to date.*Sessions and topics are subject to change based off CFP® Board Approval.
Don't gamble with your client's future. This session will help you understand the inputs, outputs, and assumptions of the eMoney Monte Carlo simulation. *Sessions and topics are subject to change based off CFP® Board Approval.
Create Scenarios and use What-Ifs to show your clients they are properly insured forall of life's unexpected twists and turns. *Sessions and topics are subject to change based off CFP® Board Approval.
Reports are a great way to discover opportunities and diagnose problems. We'll teach you how to use our favorite troubleshooting reports to make sure that you and your clients are on the right track.*Sessions and topics are subject to change based off CFP® Board Approval.
Advanced planning can create unique challenges for advisors. Join this session as we model some of the challenges we've helped guide advisors through over the past several years and show you how to best solve for them. *Sessions and topics are subject to change based off CFP® Board Approval.
A better financial education is critical for all markets - particularly underserved markets. How are you driving change? Join this panel of advisors using unique and creative channels to educate underserved markets, and you'll leave with fresh perspectives and resources on how you can make an impact today. *Sessions and topics are subject to change based off CFP® Board Approval.
Navigating market volatility and client emotions can be difficult. This session is designed to give you best practices from your peers around model recommendations and how to talk to your clients when dealing with the ups and downs of the current market. We will chat with some fellow advisors and planners to learn what powers their strategies. *Sessions and topics are subject to change based off CFP® Board Approval.
Are you looking to expand your client base organically, perhaps through the relationships of your clients? In this session, you will learn about the steps other firms use to create successful relationships that bridge the gaps between generations, and how holistic financial planning is paramount in addressing their needs. Join us as we sit by the "fire" and have a conversation. *Sessions and topics are subject to change based off CFP® Board Approval.
Join this panel of passionate advisors dedicated to empowering other women. Learn how they are advancing their businesses by serving women investors and how you can, too. *Sessions and topics are subject to change based off CFP® Board Approval.
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