Don’t Do That: Don’t Stop Listening to Your Clients with Matt Schulte, eMoney Advisor

In this inspiring and heartfelt episode of Don’t Do That, Kelly Waltrich sits down with Matt Schulte, the longtime head of financial planning at eMoney Advisor, who recently retired after 25 remarkable years. Together, they explore what it takes to build a world-class financial planning platform, the power of advisor-driven innovation, and why staying close to your clients is the ultimate competitive advantage.Kelly and Matt cover:00:00 Don’t Stop Listening to Your Clients00:45 Meet Matt Schulte, Head of Financial Planning at eMoney Advisor01:17 Early Days at eMoney: From Minnesota to Philadelphia04:06 Startup Life and Learning from Ebbs and Flows06:39 Timing, Opportunity, and Taking the Leap08:19 Balancing Passionate Founders and Steady Execution12:50 Pioneering Interactive Client Planning16:11 The Role of Advisory Boards in Shaping eMoney18:19 Work Hard, Play Hard: Culture and Fun at eMoney20:30 Emotional Reflections on Retirement27:09 Building the University Program and Fostering Financial Planning Education31:04 The Future of Planning and AI as an Advisor Partner38:14 Don’t Stop Doing Discovery on Your Clients41:54 Advisor Co-Creation and Building Meaningful Integrations47:58 The Gravitational Pull: Why eMoney Was a Life’s Work51:16 Closing Thoughts and Final ReflectionsAbout Our Guest:Matthew Schulte was Head of Financial Planning at eMoney Advisor and a member of the company’s executive leadership team, where he helped guide the strategic direction of the organization. A founding employee of eMoney Advisor, Schulte spent 25 years playing a central role in defining and evolving the firm’s market-leading financial planning platform. He has worked extensively with firms and enterprise clients on platform implementation, adoption, and best practices, helping advisors deliver more comprehensive, client-centered planning.With 30 years of experience in the financial services industry, Schulte brings deep expertise across financial planning strategy, advisor workflows, and technology-enabled advice. Prior to joining eMoney Advisor, he served as an Advanced Marketing Consultant at Prudential Securities, focusing on insurance and estate planning across the Northeast. Schulte holds a bachelor’s degree from the University of Minnesota, an MBA from the University of St. Thomas with a concentration in financial services, and the CFP®, CLU®, and ChFC® professional designations.📩 Stay Informed – Join Our Newsletter!Stay ahead of industry trends and get exclusive updates straight to your inbox: Sign Up Now https://intention.ly/💬 Let’s Talk!Have questions or ready to start your next marketing campaign? Contact us: https://intention.ly/contact-us/