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
Webinar Replay: Maximize Your Client’s Lifecycle Journey in 2021
• eMoney Communications Team • January 14, 2021
In part 1 of a 3-part series, you’ll see how financial planning and marketing work together to grow your business, engage clients, and maintain strong relationships.
Watch the on-demand recording of part 1, where eMoney experts walk through a client’s journey and discuss how both planning and marketing play important roles in delivering an exceptional client experience.
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eBook: The New Advisor Value Proposition
Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
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