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

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

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.

Episode metadata supplied by the publisher feed · Published Nov 7, 2024

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

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This episode was published on November 7, 2024.

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