Podcast Episode #7: Spotlight on Estate Planning with Christina Lynn
Episode Summary Every good advisor wants to ensure a client’s legacy is protected, but many struggle with reviewing estate plans… Read More
Webinar Replay: Building and Scaling a Planning-led Business for Incremental Growth
• eMoney Communications Team • June 27, 2019
Updated on: May 10, 2021
Learn how you can drive growth by delivering an integrated, digitally-enabled, and scalable experience across the advisor/client lifecycle.
Watch the webinar below to hear from Trish Haskins, Fidelity’s VP of Digital Strategy and Platform Consulting, and Steve Levis, CFP®, eMoney’s Senior VP of Financial Planning, as they discuss how FlexGen firms leverage technology to effectively position themselves for growth.
You may also be interested in...
4 Workflows for a More Efficient Financial Planning Process
The process of financial planning can be complex, involving many client touchpoints, numerous document transfers, and unique needs for each… Read More
Navigating the Hiring Process: Best Questions to Ask Financial Advisor Candidates
Hiring a new financial advisor for your firm requires a strategic process to ensure a seamless match for your team… Read More
eBook: Candid Conversations - Suddenly Single
Download our latest eBook for thoughtful guidance on how to serve clients who have recently lost a spouse or divorced.
Download Now