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eBook - Planning with Purpose: Finding Fulfillment and Authenticity Through Financial Planning

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Are You Engaging with Intent?

eMoney Communications Team March 3, 2020

Updated on: August 16, 2021

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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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.