Loading…
Hosted by eMoney · 🇺🇸 US · EN · 18 episodes
Established thought leaders with verified media credentials.
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.
eMoney hosts Heart of Advice Podcast, Presented by eMoney, a business show with 18 episodes published.
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-dom
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 accessib
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 Financi
James Werner’s twenty-five-plus years in wealth management reflect not only deep expertise but also a genuine passion for helping clients make informed, confident decisions during pivotal moments. As a Certified Financia
Brendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance into advisor-client relationships. He is also the creator and host of The Human Side of Money Podca
In this episode, our hosts discuss eMoney's history as the company marks its 25th anniversary. To help celebrate, we asked Matt Schulte to be our guest as he celebrates his 25th year at the company. Matt shares insights
Patti Brennan, CFP®, CFS, CEO of Key Financial Inc., has carved a remarkable path from her early career as a nurse to becoming a leader in the world of wealth management. Through her inspiring story, Patti demonstrates h
A passionate advocate for women in the financial space, Cary Carbonaro, CFP ® , MBA, Managing Wealth Advisor, Women and Wealth Ambassador at Ashton Thomas Private Wealth, shares actionable insights from her upcoming book
What drives the next generation of financial planners? How can you help them succeed in your firm? Those are some of the topics we’re exploring in this episode of the Heart of Advice podcast with our guest, Hannah Moore,
How do you engage with clients who want to combine financial returns with philanthropic impact? That’s just one of the topics we touch on with our guest Max Mintz, a partner and financial planner at Common Interests, a c
In this Heart of Advice Podcast episode, we explore the transformative impact that financial planning can have on clients’ lives, and how the future of financial planning is happening today. Our guest, Erin Voisin, CFP ®
Every good advisor wants to ensure a client’s legacy is protected, but many struggle with reviewing estate plans and motivating clients to act. In this episode, we get to the heart of the issue by speaking with Christina
How can you help clients find the right balance of saving for the future while enjoying their hard-earned wealth now? That’s the topic we’re diving into with our guest Eric Roberge, CFP ® , the CEO of Beyond Your Hammock
In this Heart of Advice Podcast episode, we explore how effective discovery meetings can transform client-advisor relationships. By delving into clients' money histories, goals, and values, advisors can offer highly pers
Have you ever thought about what it would take to make your financial planning practice more inclusive? LGBTQ+ people are diverse, and their goals reflect a need for individualized solutions. Nearly 63 percent of people
Want to grow your financial planning practice and work smarter, not harder? Gain the insight you need to do just that in this episode, featuring Beratung Advisors CEO Greg Furer, CFP ® . He's passionate about educating a
Have you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2 of the Heart of Advice Podcast, we dive deep into keeping couples in financial alignment in your planning practice. Joining u
Welcome to the first episode of the Heart of Advice Podcast. We are covering the topics that directly affect you, the financial planning professional, including how to meet clients’ expectations for personalization. Our
Jamie Hopkins
retirement speaker and author · FinServ Foundation
1 appearance on this show
Carl Richards
certified financial planner, The New York Times Sketch Guy, author of Your Money: Reimagining Wealth in 101 Simple Sketches · Podcast Solutions Made Simple
1 appearance on this show
Brendan Frazier
Chief Behavioral Officer · RFG Advisory
2 appearances on this show
Cary Carbonaro
author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear
1 appearance on this show
Hannah Moore
Christian writer and social reformer · Guiding Wealth Management
1 appearance on this show
Sonya Lutter
Certified Financial Planner, licensed marriage and family therapist · Financial Therapy Association
1 appearance on this show
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Heart of Advice Podcast, Presented by eMoney has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
Heart of Advice Podcast, Presented by eMoney is hosted by eMoney. The show is categorised under business and has published 18 episodes.
Heart of Advice Podcast, Presented by eMoney has published 18 episodes.
Heart of Advice Podcast, Presented by eMoney regularly covers business. It sits in the business category.
Heart of Advice Podcast, Presented by eMoney is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Heart of Advice Podcast, Presented by eMoney hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Heart of Advice Podcast, Presented by eMoney average 44 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Heart of Advice Podcast, Presented by eMoney's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched yesterday.