In Episode 3 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Jess Liberi, head of product at eMoney, and James Werner, co-founder of Silicon Hills Wealth Management at the 2019 eMoney Summit in Austin.

As the person who oversees eMoney’s UI, UX, and innovation teams, Liberi is responsible for building all of the tools for advisors who work with them, and shaping how those tools look. And in an effort to build the toolbox for every financial advisor, Liberi communicates with as many advisors as she can—like James Werner, the co-founder of Silicon Hills Wealth Management. 

We brought Liberi and Werner together for the latest episode of That Makes Cents to talk about the central relationship between advisors and technology, and how the two can best work together to give the best financial advice. 

The episode also covers:

The role technology provides in financial advice (09:48)
Why we’re in a “giving recession” (11:15)
What kind of feedback eMoney gets from advisors (17:49)

For more information on eMoney Advisor: https://emoneyadvisor.com/
For more information on Silicon Hills Wealth Management: https://siliconhillswealth.com/

Full That Makes Cents archives: https://info.emoneyadvisor.com/podcast

DISCLAIMER
Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.