About 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.
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.
29 Oct 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.
26 Sept 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.
4 Sept 2025
Helping Clients Make Better Decisions Through Value Alignment with James Werner
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.
31 Jul 2025
Getting Clients Out of Their Heads and Into Their Hearts with Brendan Frazier
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.
1 Jul 2025
Celebrating 25 Years of Financial Planning with Matt Schulte
Matt Schulte recounts eMoney's formative years and his 25-year journey, revealing pivotal decisions that revolutionized financial planning in this interview episode.
3 Jun 2025
Balancing Empathy and Technology in Financial Planning with Patti Brennan
Patti Brennan shares her journey from nursing to wealth management, highlighting how empathy and technology create client-focused financial strategies in this interview.
29 Apr 2025
Empowering Women in Financial Planning with Cary Carbonaro
A passionate advocate for women in the financial space, Cary Carbonaro 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 serve female clients by addressing unconscious biases, taking a “how female-friendly is my practice” quiz, and asking the right questions to uncover unique needs. She makes it clear that traditional playbooks designed for men don’t translate—and explains how planners can adapt to help women feel confident and secure in their financial futures.
Cary’s approach is empowering and practical, challenging professionals to rethink their strategies while providing timely tools to enhance client relationships. If you want to create more equitable practices, deepen client trust, and improve outcomes, this episode is a great place to start.
20 Dec 2024
The Next Generation of Financial Planners with Hannah Moore
Hannah Moore, CFP®, CeFT®, founder of Amplified Planning and The Externship, shares her insights on what drives the next generation of financial planners and how firms can shorten their learning curve.
5 Dec 2024
Podcast Episode #9: Values-aligned Investing with Max Mintz
Max Mintz, a partner and financial planner at Common Interests, shares insights on values-aligned investing that empower clients to combine financial returns with philanthropic impact.
19 Nov 2024
Expanding the Impact of Financial Planning with Erin Voisin
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®, shares her experience getting into the financial planning profession, as well as all the different ways she’s elevating those around her. She delves into how she approaches connecting with and training the next generation of financial planners, including ways in which she’s advocating for women in this profession. This episode dives into the true value of financial planning, how it’s changing, and what others can do to promote a brighter future.
Learn more about expanding the impact of financial planning here: https://emoneyadvisor.com/resources/ebooks/the-new-value-proposition-for-advisors/
10 Oct 2024
Spotlight on Estate Planning with Christina Lynn
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
6 Sept 2024
A Mindful and Tech-forward Approach to Planning with Eric Roberge
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
30 Jul 2024
Personalization and the Niche Financial Planning Practice with Chloé Moore
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 (https://emoneyadvisor.com/personalized-planning-tips)
28 Jun 2024
Creating an Inclusive Financial Planning Practice with Jake Nuno
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 (https://emoneyadvisor.com/candid-conversations-lgbtq-tips)
10 Jun 2024
Fintech Plus Financial Psychology Equals Success with Greg Furer
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 (https://emoneyadvisor.com/the-new-value-proposition-for-advisors-tips)
9 May 2024
Couples & Money: Keeping Clients on the Same Page with Sonya Lutter and Michael Kothakota
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 (https://emoneyadvisor.com/candid-conversations-tips)
6 May 2024
The Next Level of Personalized Wealth Planning with Abbey Henderson
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 (https://emoneyadvisor.com/personalized-planning-tips)
Who has been a guest on Heart of Advice Podcast, Presented by eMoney
Names identified in recent episode analyses. Showing up to five guests.
Matt Schulte
Patti Brennan
Hannah Moore
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
49,168
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
7 ratings
Spotify
5.0 / 5
3 ratings
Podcast Authority Score: 55 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
55
Social presence
0
YouTube
85
Engagement
51
Contact Heart of Advice Podcast, Presented by eMoney
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