Interview with Jess Liberi

Robo-advisors have been red hot for the past several years. What does that mean for the future of the financial advisor? Jess Liberi, Head of Product at eMoney Advisor discusses how the pandemic has changed client expectations, what type of advice they are seeking, and how those changes integrate into the discussion of holistic financial wellness. How does Gen X and Gen Y look at retirement differently, and what do they expect from a relationship with an advisor? Millennials make up the largest percentage of the workforce. How do they differ from Gen X and Y? Why has eMoney made the decision to focus on the employer sponsored plan marketplace? How does holistic wellness encompass physical and mental health, and how can advisors feel comfortable with those conversations? Learn more about the launch of Incentive, eMoney’s exciting new financial planning and wellness mobile app.

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