Tuesday, January 19 at 2:00 p.m. ET Hear from Gregory Furer, CEO of Beratung Advisors, as he shares his method for building and presenting financial plans in a way that supports the type of client experience that helped Beratung grow their AUM by 500%.

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eBook - Power to the Plan: The (R)evolution of Financial Advice

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Are You Engaging with Intent?

eMoney Communications Team March 3, 2020

More than one-third of investors believe they are being underserved with respect to their financial advice relationships1.

This may leave you considering two things:

  1. How satisfied are your current clients in their relationship with you?
  2. What can you do to attract and secure a relationship with a portion of this underserved population?

Whether or not you are pondering one or both of the questions above, the solution lies in actively focusing on client interactions to ensure that your current and future clients are secure and satisfied with the experience you deliver.

So how can you do this at scale, with a manageable tech stack, in alignment with the individual expectations of your clients? Focus on engaging with intent and start by asking yourself these key questions.

1 The Cerulli Report U.S. Retail Investor Advice Relationships 2019, Scaling Personalized

About the Author

The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.

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Catch part 3 in the webinar series as Greg Furer, CFP®,CRPC®, CEO of Beratung Advisors, shares how to build and present plans in the same way that brought his firm 500% AUM growth. Tuesday, January 19, 2021 from 2:00 – 3:00 p.m. ET

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Catch part 3 in the webinar series as Greg Furer, CFP®,CRPC®, CEO of Beratung Advisors, shares how to build and present plans in the same way that brought his firm 500% AUM growth. Tuesday, January 19, 2021 from 2:00 – 3:00 p.m. ET

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Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.