Join members from FPG as they discuss SMART financial strategies for life’s BIG events such as buying a home, starting a family, or preparing for retirement. Zoom link: https://emoneyadvisor.zoom.us/j/97698162759?pwd=UaOaQ7UkCCbKVkbH3uvz6YmTytykPC.1 Passcode: 570997 For those in Client Support: Please submit your request directly to wfm@emoneyadvisor.com to attend. The team will reply back to let you know the […]
Back by popular demand, ‘No Internal Meeting Fridays’ are back for the month of August. The CLT is excited to reintroduce a work-day completely free of internal meetings! We ask everyone – leadership, managers, team members – to respect this policy and refrain from scheduling any internal meetings on Friday. This includes cross-functional meetings, team meetings and manager […]
Back by popular demand, ‘No Internal Meeting Fridays’ are back for the month of August. The CLT is excited to reintroduce a work-day completely free of internal meetings! We ask everyone – leadership, managers, team members – to respect this policy and refrain from scheduling any internal meetings on Friday. This includes cross-functional meetings, team meetings and manager […]
This course is all about getting comfortable with the uncomfortable – talking about race. We'll explore the challenges of candid race conversations, help you assess your role as an ally, understand its significance, and equip you with practical tools for effective conversations. Still not sure about attending? Below is direct feedback from your colleagues who […]
In a world where busyness is often mistaken for success, Mastering Performance is about more than just increasing productivity—it's about achieving meaningful outcomes. Leaders and professionals frequently face the challenge of overwhelming to-do lists, leaving little room for significant accomplishments. In this Leadercamp, Serena Martino, an Executive and Team Coach, will guide you on a […]
The purpose of this meeting is to provide companywide visibility into our product vision and 12-month roadmap for all parts of our product: advisor experience, client experience, aggregation, APIs, and integrations. In addition to providing visibility for existing employees, the hope is that this will also serve to educate and inform new hires about our product […]
In this course, you will learn how to effectively deliver both positive and developmental feedback. You will also learn how to be receptive to feedback and to listen to accurately understand the speaker’s intended message. In the workplace, these skills help you optimize and sustain your own and your coworkers’ performance. Register here.
Mental health is more important than ever - and it starts with taking care of ourselves. The Headspace team invites each of you to step away from your day and share a collective moment of calm in honor of World Mental Health Day. Register for the session: https://joinheadspace.zoom.us/webinar/register/WN_Z4b9piUFQdil-ub66uOrLw#/registration Watch past recordings and check out future […]
Oct. 28 – Favorite sports team Wear your favorite sports team (professional or college) apparel and/or add their logo to your virtual background. Oct. 29 – Pet/Plant share (or both!) Invite your pets to your virtual meetings (take a screen shot!) and/or add a photo of your furry friend to your virtual background. No pet? […]
During these sessions, we bridge the gap between leadership and you, fostering an environment that’s both relaxed and engaging. This is your space to be seen and heard. Whether it’s about career progression, our business goals, client or product feedback, or the latest industry and workplace trends, they’re all ears. Learn more and sign up […]
Meeting invites will be sent from People Experience. If you have any questions, please reach out to PX@emoneyadvisor.com
Join members from FPG as they discuss nutritious recipes and practical financial tips for enjoying festive meals while staying mindful of your wellness. Don’t miss their annual Empower Points Raffle—your ticket to holiday cheer! Zoom link: https://emoneyadvisor.zoom.us/j/99893860648?pwd=MFfsyGnroey5tqZJaa9QaYbrQ1YSw6.1 Passcode: 441991 For those in Client Support: Please submit your request directly to wfm@emoneyadvisor.com to attend. The team […]
