Jess Liberi

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. It’s an open secret in...

A recent comprehensive survey of 458 financial advisors conducted by eMoney and Fidelity revealed a common set of traits among the most successful advisors. These traits include embracing change, learning new strategies, challenging conventions, focusing on forward thinking and staying nimble....