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: Advisor Panel—How to Approach the Client Journey in your Business
• eMoney Communications Team • March 10, 2021
In part 1 of our 3-part webinar series, we discussed the benefits of financial planning and marketing and how they work together. In part 2, we covered where technology comes into play and demonstrated how eMoney supports financial planning and marketing strategies to drive business growth and client engagement.
Watch the final webinar in the series to hear from your peers as they walk through their real life examples to help you with your planning and marketing efforts in 2021!
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Podcast Episode #6: A Mindful and Tech-forward Approach to Planning with Eric Roberge
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The ROI of Financial Planning Technology
Technology has become an essential part of the financial services industry. As a result, the financial technology investment firms must… Read More
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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