The Heart of Advice Podcast, presented by eMoney, features insights into financial advisor success designed to help you take your financial planning practice to the next level. In each episode, we’ll invite financial professionals to discuss what’s at the heart of it all: The advisor-client relationship—which is transactional, yet deeply personal.
The Heart of Advice Podcast is produced by eMoney, a leading provider of technology solutions and services that help people talk about money. Learn more at emoneyadvisor.com, where you can find additional resources for advisor success, including the Heart of Advice blog, eBooks, CE webinars, and more.
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The Heart of Advice Podcast, presented by eMoney, features insights into financial advisor success designed to help you take your financial planning practice to the next level. In each episode, we’ll invite financial professionals to discuss what’s at the heart of it all: The advisor-client relationship—which is transactional, yet deeply personal.
The Heart of Advice Podcast is produced by eMoney, a leading provider of technology solutions and services that help people talk about money. Learn more at emoneyadvisor.com, where you can find additional resources for advisor success, including the Heart of Advice blog, eBooks, CE webinars, and more.
A Mindful and Tech-forward Approach to Planning with Eric Roberge
Heart of Advice Podcast, Presented by eMoney
34 minutes 17 seconds
1 year ago
A Mindful and Tech-forward Approach to Planning with Eric Roberge
How can you help clients find the right balance of saving for the future while enjoying their hard-earned wealth now? That’s the topic we’re diving into with our guest Eric Roberge, CFP®, the CEO of Beyond Your Hammock.
In this episode, we explore the unique challenges and opportunities in serving high-net-worth clients during their peak earning years. Eric emphasizes the importance of a holistic approach that combines financial planning technology with emotional intelligence. With AI-enabled tools, savvy marketing strategy, and continuous learning at major conferences, his team is setting the bar high. Financial planning professionals looking to scale and modernize the client experience will find Eric's insights invaluable.
Learn more about strategies to create a modern client experience here: https://emoneyadvisor.com/the-new-value-proposition-for-advisors-tips
Heart of Advice Podcast, Presented by eMoney
The Heart of Advice Podcast, presented by eMoney, features insights into financial advisor success designed to help you take your financial planning practice to the next level. In each episode, we’ll invite financial professionals to discuss what’s at the heart of it all: The advisor-client relationship—which is transactional, yet deeply personal.
The Heart of Advice Podcast is produced by eMoney, a leading provider of technology solutions and services that help people talk about money. Learn more at emoneyadvisor.com, where you can find additional resources for advisor success, including the Heart of Advice blog, eBooks, CE webinars, and more.
