Susan McKenna, CEO of eMoney, explores the fintech firm’s evolution, competitive edge, and the role of technology in wealth management. She discusses how eMoney’s tools foster client conversations and enhance experiences, shares insights on the future, and more.

FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience

FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience

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