"We had a client who suffered an unexpected loss in the family. Since the client did not manage the finances in the household we walked through the data and numbers. Seeing some of the weight being lifted as we adjusted the client’s plan and walked through aspects like how to transfer a 401K or execute a will was a moment we know we helped the client in a meaningful way."

"The last year was tough for a few of our clients. One that came to mind lost their job after 20 years with the company and wasn’t sure what was next or how secure they were. During any other time we would’ve met face-to-face but we met virtually, made adjustments to their current plan and walked through each to see what felt comfortable. Hearing that audible sigh of relief tells me it gave the client some peace of mind at that moment."

"Changing a potential client’s perspective is always a highlight that sticks out to me. When you see the skepticism turn to trust when they’re welcomed into the discussion of adjusting goals or scenarios while in Decision Center for the first time…that’s when you know a new relationship is ready to be formed."

"In an annual review meeting with a client, after demonstrating eMoney, the client enthused about the Client Portal—he’d just retired, and the aggregated view of his accounts helped him manage his budget. Based on his planning experience with eMoney, the client committed an additional $2 million to manage."

"From our point of view, seeing the client add various held away assets while they’re adding accounts in their client portal is a lightbulb moment for our business. Not just because it’s more opportunity for the business but it opens the door to connect with the client on a deeper level and see if we can help them in every imaginable way."