Heart of Advice Podcast, Presented by eMoney
Episodes
Intentional Leadership and Inclusion in Wealth Management with Marcel V. Quiroga
24 Nov 2025
Contributed by Lukas
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 ...
Pathways to Scaling Financial Advice with Jamie Hopkins
29 Oct 2025
Contributed by Lukas
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Wealth Officer at Bryn Mawr Trust and WSFS, turned personal tragedy—the loss of his f...
How Identity Shapes Money Decisions with Carl Richards
01 Oct 2025
Contributed by Lukas
Carl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with just car...
Helping Clients Make Better Decisions Through Value Alignment with James Werner
04 Sep 2025
Contributed by Lukas
James Werner’s twenty-five-plus years in wealth management reflect not only deep expertise but also a genuine passion for helping clients make infor...
Getting Clients Out of Their Heads and Into Their Hearts with Brendan Frazier
31 Jul 2025
Contributed by Lukas
Brendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance into advisor-client relations...
Celebrating 25 Years of Financial Planning with Matt Schulte
01 Jul 2025
Contributed by Lukas
In this episode, our hosts discuss eMoney's history as the company marks its 25th anniversary. To help celebrate, we asked Matt Schulte to be our gues...
Balancing Empathy and Technology in Financial Planning with Patti Brennan
03 Jun 2025
Contributed by Lukas
Patti Brennan, CFP®, CFS, CEO of Key Financial Inc., has carved a remarkable path from her early career as a nurse to becoming a leader in the world ...
Empowering Women in Financial Planning with Cary Carbonaro
29 Apr 2025
Contributed by Lukas
A passionate advocate for women in the financial space, Cary Carbonaro, CFP®, MBA, Managing Wealth Advisor, Women and Wealth Ambassador at Ashton Th...
The Next Generation of Financial Planners with Hannah Moore
20 Dec 2024
Contributed by Lukas
What drives the next generation of financial planners? How can you help them succeed in your firm? Those are some of the topics we’re exploring in t...
Values-aligned Investing with Max Mintz
05 Dec 2024
Contributed by Lukas
How do you engage with clients who want to combine financial returns with philanthropic impact? That’s just one of the topics we touch on with our g...
Expanding the Impact of Financial Planning with Erin Voisin
19 Nov 2024
Contributed by Lukas
In this Heart of Advice Podcast episode, we explore the transformative impact that financial planning can have on clients’ lives, and how the future...
Spotlight on Estate Planning with Christina Lynn
10 Oct 2024
Contributed by Lukas
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 t...
A Mindful and Tech-forward Approach to Planning with Eric Roberge
06 Sep 2024
Contributed by Lukas
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 divin...
Personalization and the Niche Financial Planning Practice with Chloé Moore
30 Jul 2024
Contributed by Lukas
In this Heart of Advice Podcast episode, we explore how effective discovery meetings can transform client-advisor relationships. By delving into clien...
Creating an Inclusive Financial Planning Practice with Jake Nuno
28 Jun 2024
Contributed by Lukas
Have you ever thought about what it would take to make your financial planning practice more inclusive? LGBTQ+ people are diverse, and their goals ref...
Fintech Plus Financial Psychology Equals Success with Greg Furer
10 Jun 2024
Contributed by Lukas
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 Berat...
Couples & Money: Keeping Clients on the Same Page with Sonya Lutter and Michael Kothakota
09 May 2024
Contributed by Lukas
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 kee...
The Next Level of Personalized Wealth Planning with Abbey Henderson
06 May 2024
Contributed by Lukas
Welcome to the first episode of the Heart of Advice Podcast. We are covering the topics that directly affect you, the financial planning professional...