eMoney Announces Third Annual Advisor Summit

eMoney Announces Third Annual Advisor Summit

eMoney Advisor (eMoney) announced today that eMoney’s third Advisor Summit will be held at the Ritz-Carlton, Laguna Niguel in Dana Point, California, September 21-23, 2016. The event is presented to help financial advisors discover new ways to maximize their technology, improve their client experience, and grow their businesses. Attendees will experience three days of peer-to-peer learning opportunities, interactive breakout sessions, industry-leading keynote speakers, and one-on-one training sessions with eMoney’s staff of trainers.

“We’re very excited to welcome the advisory community to what will be eMoney’s biggest and best event in company history,” stated Ed O’Brien, CEO of eMoney Advisor. “As we celebrate our third annual Summit this fall, I’m proud that this year’s program is even more robust and informative than before, with additional training resources and valuable advice, and the exchange of best practices among the most successful professionals in our business.”

New to the agenda this year, the Summit will feature an engaging “Hack-a-Thon” in which advisors will compete for the chance to put their fingerprint on the eMoney app. Emceed by Bill Winterberg, CFP®, and founder and president of FPPad, participants will work alongside eMoney developers and programmers to brainstorm and code a working piece of tech for eMoney’s software. The winning feature will be placed on eMoney’s product roadmap for a future release.

The program also includes captivating keynote addresses by Barron’s Hall of Fame advisor Ron Carson, well regarded as one of the industry’s leading visionaries and coaches, as well as Simon Sinek, best-selling author of Start With Why: How Great Leaders Inspire Everyone to Take Action and a renowned TED Talk speaker. Sinek will coach the audience on what it takes to make an emotional connection with your market and how it translates into business success.

Other highlights for the 2016 Summit include:

  • Industry expert and consultant Joel Bruckenstein’s interview with eMoney’s new CEO, Ed O’Brien, who joined the firm in March and will be in attendance to introduce himself, answer questions, and get to know attendees.
  • The “State of the Industry” address by Mike Durbin, president, Fidelity Wealth Technologies.
  • An informative FinTech Panel, featuring CEOs of some of the most talked about financial technology providers in the industry.
  • And general session presentations by Howard Tullman, author, entrepreneur, venture capitalist, and CEO of 1871; and eMoney’s Jason Novak, chief security officer, alongside several high-level security officials discussing IT Security.

Once again, attendees will also benefit from the popular advisor-led panels and case study breakout sessions; practical workshops and training on eMoney’s features; the opportunity for eMoney’s Advisor Branded Media subscribers to film their own professional marketing video; and many networking opportunities with more than 500 advisors expected to be in attendance.

Registration is available online by visiting www.eMoneyAdvisorSummit.com. Discounted early registration is available before June 30, 2016.

About eMoney Advisor
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors and firms 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

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