Published by Taylor Financial Group
Media Contact: Melinda Lugo
Email: [email protected]
DEBRA TAYLOR ATTENDS 2016 EMONEY ADVISOR SUMMIT
Franklin Lakes, NJ — October 20, 2016 — Debra Taylor of Taylor Financial Group recently attended the 2016 eMoney Advisor Summit in Dana Point, CA. Founded by Edmond Walters in 2000, eMoney Advisor is a company that demonstrates how innovative wealth management technology amplifies the client experience by empowering clients to use technology to its fullest potential. eMoney helps financial professionals connect the accounts and financial decisions of their clients to the people and things that matter most to them. With eMoney tools, clients are better positioned to pursue their financial goals.
Hosted in Dana Point, CA from September 21st through 23rd, industry professionals from around the country gathered to learn new strategies and skills, and to be inspired to refresh and refocus their practice with innovative wealth management technology. “We believe – along with many others – that identifying clients’ goals and planning for their future is a much overlooked aspect of financial health,” said Debbie Taylor.
Attendees heard from influential speakers who addressed the need for advisors to recognize that clients expect more than just investment management. Ron Carson, Founder and CEO of Peak Advisor Alliance, Carson Wealth Management and Carson Institutional Alliance, discussed changes to the profession and how advisors need to adjust to better pursue the needs of their clients and maximize efficiencies in their practice.
Debbie commented that “attending the eMoney Advisor Summit was a great opportunity. It reinforced the necessity to continue to educate our clients on the importance of planning for their future, and to continue to make the most of Taylor Financial Group’s personal financial planning process, WealthMatch.”
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC a Registered Investment Advisor. LPL Financial is under separate ownership from any other named entity.