Heart of Advice Podcast, Presented by eMoney

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 focus on empathy, connection, and actionable steps challenges traditional norms, encouraging financial...

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 leadership, is grounded in this purpose. He co-created the Retirement Income Certified Professio...

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 financial and investment events worldwide. His bestsellers, The Behavior Gap and The One-Page Financial Plan...

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 Financial Planner and Partner at Waverly Advisors, James brings his experience and expertise to Waverly after Silicon Hills Wealth Management, the firm he co-founded with Tom Brown, was ac...

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 Podcast , a bi‑weekly series offering actionable strategies for advisors seeking to deepen trust, improve communication, and guide clients through emotionally charged financial decision...

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 into the early days of eMoney, his early career, the company's growth, and its eventual impact on the industry. From his beginnings working in insurance to becoming a key player in...

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 how her compassion-driven approach, honed during her nursing days, has profoundly shaped her financial planning firm. As a mother of four, she balanced building her business with ra...

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, Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, in the latest Heart of Advice Podcast episode. Cary dives into how financial professionals can better se...

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, CFP ® , CeFT ® . As the founder of Amplified Planning, a financial planning training and education program, and head of The Externship, she brings her perspective on the next gene...

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 certified B Corp advisory firm based in New Jersey. In this episode, Max shares his unconventional path to becoming a financial planner, with a background in engineering, social adv...

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 ® , Managing Director of Wealth Management Services at EP Wealth, shares her experience getting into the financial planning profession, as well as all the different ways she’s eleva...

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 Lynn, PhD, CFP ® , AFC ® , CDFA ® . As a Practice Management Consultant at Mariner Wealth Advisors, she understands the challenges financial advisors face when discussing estate p...

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 episode, we explore the unique challenges and opportunities in serving high-net-worth clients during their peak earning years. Eric emphasizes the importance of a holisti...

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 personalized financial advice. This approach can help clients pursue nontraditional goals and empower them to own their unique financial journeys. Our guest, Financial Staples Founder...

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 in the LGBTQ+ community feel most advisors don’t understand their financial challenges, and 48 percent of LGBTQ+ Americans have experienced discrimination by someone in the financi...

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 and empowering clients and financial professionals, taking a tech-forward approach. The episode explores how Greg uses technology to streamline the financial planning process, enhan...

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 us are two guests with tips to help you navigate challenging conversations. First, we’ll hear from Sonya Lutter, Ph. D., CFP ® , LMFT, Director of Financial Health and Wellness and...

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 guest this episode is CEO of Abaris Financial Group: Abbey Henderson, CFP®️, RLP®️, CPCC®️, CAP®️, AEP®️. We talk in-depth about how she approaches holistic financial planning, inc...