Where can I listen to this podcast?

This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Heart of Advice Podcast, Presented by eMoney

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by eMoney

5.0(10 reviews)

18 episodes

Updated Weekly

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

Beta

FairBased on show quality, social media presence, reviews, charts, and more

Quality55

Social0

YouTube85

Engagement51

Learn more

Podcast Overview

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.

Language

🇺🇲

Publishing Since

5/6/2024

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🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

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Perfect fit!

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Podcast Authority

Beta

FairBased on show quality, social media presence, reviews, charts, and more

Quality55

Social0

YouTube85

Engagement51

Learn more

Excellent Areas

Good Performance

Growth Opportunities

excellent

Episode Length

47 minutes

Performing excellently!

good

Show Notes Quality

3.0/5

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poor

Publishing Consistency

Every 32 days

Recommendations available

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Recent Episodes

November 24, 2025

Intentional Leadership and Inclusion in Wealth Management with Marcel V. Quiroga

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 professionals to move beyond transactional advising toward enhancing clients' overall quality of life. In this episode of the Heart of Advice Podcast, Marcel explains how her leadership style, shaped by her experiences overcoming cultural and systemic barriers, prioritizes empathy, listening, and creating opportunities for others. Marcel stresses that financial advising is not just about numbers but about empowering clients, fostering trust, and aligning financial strategies with values, healing, and dignity. Her mantra "If you don’t have a seat at the table, build your own," symbolizes her belief in breaking barriers and creating inclusive opportunities for representation within the finance industry.

October 29, 2025

Pathways to Scaling Financial Advice with Jamie Hopkins

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 Professional® (RICP®) program, transforming retirement education with scalable, digital, and practitioner-led content that has impacted thousands of advisors. Jamie champions a flat leadership structure that empowers frontline advisors and builds trust through accountability. Through the FinServ Foundation, he addresses industry diversity and the advisor shortage by providing mentorship, coaching, and access to underrepresented talent. Jamie highlights the evolving role of advisors as trusted guides amid increasing technology use and aims to double his firm’s business in three years. His story shows how purpose-driven leadership and innovative solutions can broaden the reach of financial services and foster lasting client relationships.

September 26, 2025

How Identity Shapes Money Decisions with Carl Richards

Carl Richards is a Certified Public Planner™ and the director of investor education for the BAM Alliance, which serves over 130 independent wealth management firms nationwide. He is widely recognized as the creator of the popular Sketch Guy column in The New York Times, a columnist for Morningstar Advisor, and the author of The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money. Beyond his financial expertise, Carl’s simple sketches have been featured in art shows globally and make complex financial concepts easy to understand, empowering individuals to make informed decisions. 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.

18 total episodes available

Recent guests on Heart of Advice Podcast, Presented by eMoney

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Matt Schulte

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Patti Brennan

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Hannah Moore

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Heart of Advice Podcast, Presented by eMoney?: 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.
How often does this podcast release new episodes?: This podcast updates weekly.
Where can I listen to this podcast?: This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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