Don’t Do That: Don’t Stop Listening to Your Clients with Matt Schulte, eMoney Advisor

In this inspiring and heartfelt episode of Don’t Do That, Kelly Waltrich sits down with Matt Schulte, the longtime head of financial planning at eMoney Advisor, who recently retired after 25 remarkable years. Together, they explore what it takes to build a world-class financial planning platform, the power of advisor-driven innovation, and why staying close to your clients is the ultimate competitive advantage. Kelly and Matt cover: 00:00 Don’t Stop Listening to Your Clients 00:45 Meet Matt S...