AI in Planning, Note-Takers, and the Premium Portal

The post Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney appeared first on and was written by Elana Iskowitz.

When a financial planning software becomes so successful that it’s used by a large percentage of advisors, it faces a unique challenge: how do you modernize without alienating the very clients who made you successful? Susan McKenna, CEO of eMoney, sits down to discuss how the market-leading planning platform is navigating this delicate balance while […]

The post Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney appeared first on and was written by Elana Iskowitz.