Heart of Advice Podcast, Presented by eMoney – Details, episodes & analysis

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 planning with clients. Many clients are uncomfortable talking about their mortality, and advisors often struggle to navigate these sensitive conversations with confidence. Christina shares how techniques like motivational interviewing can improve your conversations, offers valuable resources, and shares her top estate planning takeaways. With the so-called Great Wealth Transfer underway and trillions in assets being passed down, this episode is essential listening.

Learn more about strategies for effective estate planning conversations in our eBook: https://emoneyadvisor.com/candid-conversations-estate-planning-tips

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 holistic approach that combines financial planning technology with emotional intelligence. With AI-enabled tools, savvy marketing strategy, and continuous learning at major conferences, his team is setting the bar high. Financial planning professionals looking to scale and modernize the client experience will find Eric's insights invaluable.

Learn more about strategies to create a modern client experience here: https://emoneyadvisor.com/the-new-value-proposition-for-advisors-tips

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 and Principal Chloé Moore, CFP®, shares her successful strategies for reaching tech industry clients. She shows how financial advisors can effectively connect with a niche audience by revamping a website with specific client examples, engaging in public speaking, and writing for industry publications. As co-founder of the BLX Internship program, Chloé provides insights into how the program is helping firms connect with diverse talent. This episode offers clear, actionable steps to enhance your advisory practice through personalized client service and strategic marketing.

Learn more about personalizing planning here: https://emoneyadvisor.com/personalized-planning-tips

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 financial services industry.

In episode 4 of the Heart of Advice Podcast, we chat with LGBTQ+ financial planner Jake Nuno, MS, CFP®, EA, about what makes LGBTQ financial planning different, what planners need to know to serve clients better, and what resources are available to make financial planning more inclusive.

Explore more ways to make your financial planning practice more inclusive here: https://emoneyadvisor.com/candid-conversations-lgbtq-tips

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, enhance client communication, and scale his practice, which has experienced 600 percent AUM growth. He details how technology allows him to provide comprehensive planning that solves clients' problems.

Greg also highlights the importance of understanding how clients perceive financial planning. Many clients feel anxious or overwhelmed by the process, associating it with math class or a trip to the dentist. He demonstrates why financial planners should focus more on perspective-taking.

Learn more about strategies to grow your planning business and improve the client experience here: https://emoneyadvisor.com/the-new-value-proposition-for-advisors-tips

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 Masters programs at Texas Tech University. She shares insights from her research, her training as a therapist, as well as a values exercise from her book, A Couples Guide to Love & Money. We’ll also learn from Michael Kothakota, Ph.D., CFP®, CEO of WolfBridge Wealth and a lecturer at Columbia University. He’ll share the knowledge he’s gained from creating financial plans for people going through a divorce, incorporating nonviolent communication, and using financial planning technology to help people talk about money.

Learn more about strategies to use with couples here: https://emoneyadvisor.com/candid-conversations-tips

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, incorporating the client's values, goals, and aspirations. She also discusses why she pursued becoming a Master Registered Life Planner (RLP®) and a Certified Professional Co-Active Coach (CPCC®). By creating a safe space for clients to share their vulnerabilities, Abbey develops a deeper understanding of people’s needs and creates a truly personalized financial plan. Learn more about personalizing planning here:https://emoneyadvisor.com/personalized-planning-tips

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, have been translated into over ten languages and continue to resonate globally. Through his daily podcast, Behavior Gap Radio, which now has over 1,000 episodes and more than one million downloads, Carl shares new perspectives on aligning our resources with what truly matters. Carl also founded The Society of Advice, a community of financial planners dedicated to the craft of advice. His latest audio project, 50 Fires, backed by executive producers Chip and Joanna Gaines, explores the intersections of money and meaning with guests like Pete Holmes, David Whyte, Krista Tippett, and his favorite guest by far, his wife, Cori. Learn more about Carl’s work and background here.

In this episode, Carl leads an exploration of the intersection of money, identity, and self-actualization. By delving into the psychology behind how people define themselves, he explains how professionals and clients can adopt intentional “forcing functions” to align their behaviors with their aspirations. From investing with purpose to navigating misaligned, aspirational regret, Carl provides practical and philosophical wisdom on becoming the person you strive to be—both for your clients and yourself. He also shares ideas about his new book, Your Money: Reimagining Wealth Through Simple Sketches.

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 acquired by Waverly Advisors, LLC. 

In this episode he discusses how he maintains his process of emphasizing the two-way transfer of knowledge between planner and client, an evolving dynamic that ensures financial strategies align with individual values and goals. He also speaks about key lessons learned from seeing his company purchased and merged with another firm. James champions the role of community in financial planning, highlighting how strong connections and shared values can shape outcomes.

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 decisions. 

In this episode, Brendan delves into the intersection of personal connection, emotional intelligence, and professional success, with a special focus on the financial advisory world. Through meaningful conversations, Brendan explores the art of building trust and fostering authentic relationships by guiding guests to speak from the heart. Reflecting on his experiences and consulting with thousands of financial professionals, he discusses how working effectively in the planner's role can feel closer to therapy than number-crunching.