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Evaluation

Breakout Session: Lecture

Education Breakout Sessions | Block 6

The Power of Connection: Collaborative Planning with eMoney

Tuesday, November 4, 2025
1:30 PM - 2:30 PM PDT
Location: Level 3: 352-353
CE: 1 CFP CE Credit(s)

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More consumers are seeking financial planning and advisory services, placing a higher value on collaboration. To engage these consumers at every stage of their financial journey, financial professionals need a comprehensive approach—one that allows for easy client engagement, seamless information gathering, tailored conversations, and personalized solutions. In this session, eMoney will explore how they equip financial professionals and their clients with the tools they need to succeed at every level of planning, from single-topic conversations, to goal setting, to crafting comprehensive plans.

Learning Objectives:

  • Examine the impact of integrating financial psychology principles with technology on client engagement and planning outcomes.
  • Recognize the importance of balancing technology and personal interaction to create a client-centric experience.
  • Explore planning strategies and technology solutions that foster deeper collaboration between advisors and clients for a more enriching advisory relationship.