Heart of Advice Podcast, Presented by eMoney
About
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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eMoney
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Episodes(3)
Intentional Leadership and Inclusion in Wealth Management with Marcel V. Quiroga
Marcel V. Quiroga, CEO of TQM Wealth Partners, is a trailblazer with a personal, purpose-driven approach to financial planning. Marcel's journey as a single mother, daughter of immigrants, and woman navigating a male-dominated industry, highlights her philosophy of authenticity and inclusion. Her fo
Pathways to Scaling Financial Advice with Jamie Hopkins
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Wealth Officer at Bryn Mawr Trust and WSFS, turned personal tragedy—the loss of his father at a young age—into a mission to make financial advice accessible to working-class families. His varied career, from law to academia and corporate lead
How Identity Shapes Money Decisions with Carl Richards
Carl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with just card stock and a Sharpie. Since then, Carl has become a Certified Financial Planner™, built and sold a successful investment firm, and spoken at financia