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.
Celebrating 25 Years of Financial Planning with Matt Schulte
Heart of Advice Podcast, Presented by eMoney
1 hour 5 seconds
4 months ago
Celebrating 25 Years of Financial Planning with Matt Schulte
In this episode, our hosts discuss eMoney's history as the company marks its 25th anniversary. To help celebrate, we asked Matt Schulte to be our guest as he celebrates his 25th year at the company. Matt shares insights into the early days of eMoney, his early career, the company's growth, and its eventual impact on the industry. From his beginnings working in insurance to becoming a key player in financial technology, the conversation captures both his and the company's unique path and the innovations that have shaped how financial planners interact with clients and discuss money.
Learn more about the origins of eMoney as Matt describes his career trajectory, the early years of the company and key decisions that shaped eMoney's growth. Having joined the startup as one of seven original employees in 2000, Matt initially committed to a three-year stint, unaware he would help build a company that would redefine financial planning for decades.
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.