CONSHOHOCKEN, Pa.--(BUSINESS WIRE)--eMoney Advisor (“eMoney”), the leading provider of advanced wealth-planning solutions for financial advisors, is back at it, presenting the second edition of their popular advisor conference, The eMoney Advisor Summit: Become an emXpert, October 19-21 at the JW Marriott and Ritz Carlton in Orlando, Florida. eMoney’s inaugural conference, held in May, was very well-received, with more than 400 advisors in attendance.
“When our advisors speak, we listen,” said Edmond Walters, eMoney’s founder and CEO. “When they asked for more—more training, more face time with our developers, more opportunity to develop emX strategies that will help them win with their clients—we decided to put on a second event, and designed the entire program around their feedback.”
With an impressive lineup of industry and eMoney product experts, the three-day Summit will provide:
- Extensive emX training opportunities for Advisors, Assistants and Planners. We’re talking some serious learning. Featuring more than 16 hours of available training and education, including: 12 different interactive eMoney breakouts; one-on-one consultation sessions with expert trainers; high octane keynote speakers; and interactive panel discussions with leading advisor coaches and consultants, as well as the top women and next gen advisors in the biz.
- The opportunity to interact with and provide suggestions directly to eMoney’s developers: We’re taking the phrase, your opinion matters, to a whole new level by giving advisors the chance to connect with our top developers and directly influence the future of emX. We’ll also provide a sneak peek of the emX roadmap.
- Best practices from top eMoney Advisors using emX to transform their businesses: Not only will attendees have the opportunity to interact with hundreds of the industry’s top advisors, we’re throwing a few of them into the spotlight to show our advisors how the best and brightest are using emX to simplify planning and create more interactive client relationships.
Attendees also will have the opportunity to record a professional marketing video, take a deeper look into eMoney’s integration partners and for the first time, align with similar advisors for an ongoing cohort learning experience after the event.
“We know our advisors have the tools to win,” Walters continued. “The Summit is another opportunity to master their skills and position themselves as the best of the best in the industry.”
Register Now
Open to current eMoney clients and advisors interested in learning how eMoney’s solutions can help them remain ahead of the competition. Learn more or sign-up at www.emoneyadvisorsummit.com.
About eMoney Advisor
eMoney Advisor, LLC (“eMoney”), based in Conshohocken, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit: www.emoneyadvisor.com.