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Harnessing The Power of Story, local financial execs turn to Academy Award® winner for storytelling tips that strengthen client relationships


News provided by

eMoney Advisor

Jun 11, 2014, 04:00 ET

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LOS ANGELES, June 11, 2014 /PRNewswire/ -- eMoney Advisor ("eMoney"), a leading provider of advanced wealth planning solutions for financial advisors, will host The Power of Story featuring Academy Award® winning film producer Edward Saxon, on June 25 in Los Angeles and June 26 in San Diego. Top financial professionals in the Southern California area are invited to attend this unique educational event.

Saxon, who has produced such films as the Silence of the Lambs and Adaptation, is speaking as part of a national tour on the "The Power of Story," an event series designed to educate financial professionals on the importance of narrative in client relationships. The event is presented by eMoney Advisor and supports their ongoing commitment to provide innovative resources for financial advisors to improve their practice.

"The race is on," said Edmond Walters, CEO and founder of eMoney Advisor. "Competition for a greater share of wallet is growing among advisors as well as DIY websites that offer financial services and advice."

Walters continued to say that the advisors who will win the race are those who learn how to quiet the competition by differentiating themselves. So, like many of the most innovative brands across America, financial professionals are taking a page from the world's best storytellers, Hollywood filmmakers, and learning how to connect with their clients through story.

"Clients, like all rest of us, want to see their stories come to life. It's why we love great movies—we relate to them," said Saxon at The Power of Story presentation in Philadelphia earlier this year.

After listening to Saxon's presentation, advisors will better understand the role that storytelling plays in fostering client relationships and learn how to cast themselves and their clients as the protagonists in each unique "plot," or real life financial events.

"The world is flooded with messages—or stories, if you will—all competing for top billing," Saxon continued.  "The most successful advisors will be those who embrace the opportunity to storify their relationship with their clients and, in the process, create the most compelling of all narratives."

Interested advisors can register to attend The Power of Story at www.emoneystory.com. 

About Edward Saxon
Academy Award® winning film producer Ed Saxon has been making feature films for 25 years. His films have won 8 Oscars® and received more than twenty Academy Award® nominations. Ed has developed and produced films for Fox, Universal, Warner Brothers, Columbia, Paramount and Disney Studios.  Saxon's films combined have grossed over $700 million dollars in the box office. 

Ed is best known for producing The Silence of the Lambs which swept Best Actor, Best Actress, Best Adapted Screenplay, Best Director and Best Picture at the Academy Awards® in the same year.  Saxon also produced Philadelphia, winner of two Academy Awards®.  Other Ed Saxon films include Adaptation, Mandela, Family Wedding, Fast Food Nation, Beloved and the HBO Series Enlightened starring Golden Globe® winner Laura Dern.   Ed's most recent film Elsa & Fred, starring Shirley MacLaine and Christopher Plummer, will be released Fall 2014.

About eMoney Advisor, LLC
eMoney Advisor, LLC ("eMoney"), based in Conshohocken, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future.

In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends.  eMoney enables advisors to focus on client retention, the growth of their practice and, most importantly, putting their clients first—all through the infusion of innovative solutions. 

eMoney's suite of products are used by leading financial services firms around the country, including: Allstate Financial Services, The Guardian Life Insurance Company of America, Lincoln Financial Advisors Corporation, LPL Financial, Mass Mutual Financial Group, MetLife, New York Life, Northern Trust, RBC Capital Markets, Securian Financial Services and TD Ameritrade. For more information visit: www.emoneyadvisor.com

Find us on:
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SOURCE eMoney Advisor

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