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TECHNOLOGY PROVIDERS Thought Leadership
eMONEY ADVISOR
Candid Conversations Campaign
Drawing on the deep knowledge of the eMoney Financial Planning Group as well as advisor insights, the eMoney Candid Conversations series explores how to approach tough topics with empathy and emotional intelligence. In the first eBook in the series, Candid Conversations: Estate Planning, Sasha Grabenstetter, AFC®, BFA™, breaks down communication techniques backed by financial psychology research. The eBook also includes sample dialogue with an analysis of how advisors can apply the techniques. Two accompanying webinars featuring Grabenstetter and Joe Buhrmann, CFP®, CLU®, ChFC®, offered additional insight into voice, tone and pacing that can help advisors connect with clients on a deeper level. Grabenstetter is a financial planning education consultant at eMoney and a board member for the Association for Financial Counseling and Planning Education (AFCPE).
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 103,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.5 million households throughout the U.S.
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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