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.
Expanding the Impact of Financial Planning with Erin Voisin
Heart of Advice Podcast, Presented by eMoney
34 minutes 29 seconds
11 months ago
Expanding the Impact of Financial Planning with Erin Voisin
In this Heart of Advice Podcast episode, we explore the transformative impact that financial planning can have on clients’ lives, and how the future of financial planning is happening today.
Our guest, Erin Voisin, CFP®, Managing Director of Wealth Management Services at EP Wealth, shares her experience getting into the financial planning profession, as well as all the different ways she’s elevating those around her. She delves into how she approaches connecting with and training the next generation of financial planners, including ways in which she’s advocating for women in this profession. This episode dives into the true value of financial planning, how it’s changing, and what others can do to promote a brighter future.
Learn more about expanding the impact of financial planning here: https://emoneyadvisor.com/resources/ebooks/the-new-value-proposition-for-advisors/
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.