Susan McKenna, CEO of eMoney Advisor, joins us to discuss the company’s evolution as it marks its 25th anniversary. She shares her path from tech-focused marketing leader to CEO, and how eMoney has stayed true to its planning-first mission while adapting to changing market needs. Susan reflects on its unique culture, dedication to client service, and the importance of equipping advisors with the tools, training, and support to deliver exceptional experiences. Under Fidelity’s ownership, eMoney has had the flexibility to innovate while maintaining its focus on financial planning.

Susan also looks ahead to trends shaping the next decade, from purposeful AI integration to greater personalization, accessibility, and financial wellness for a broader audience. She highlights eMoney’s ability to support clients at every stage, from foundational planning to advanced estate strategies, and the need to balance technology with the human side of advice. With innovations like the premium client portal and a diverse client base driving development, eMoney is focused on delivering full-spectrum planning that reaches more people and deepens advisor-client relationships.

Register for the eMoney Advisor 2025 Summit, October 20-22: https://emoneyadvisor.com/summit

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Episode 289 – The Advisor–Client Connection in a Digital Age with Susan McKenna