Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney
Update: 2025-09-18
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The post Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney appeared first on and was written by Elana Iskowitz.
When a financial planning software becomes so successful that it’s used by a large percentage of advisors, it faces a unique challenge: how do you modernize without alienating the very clients who made you successful? Susan McKenna, CEO of eMoney, sits down to discuss how the market-leading planning platform is navigating this delicate balance while […]
The post Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney appeared first on and was written by Elana Iskowitz.
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