Financial Planning Opportunities in a Volatile Market
Despite the toll on client emotions, times of market volatility give financial professionals a real opportunity to shine. By using… Read More
Insights and best practices for successful financial planning engagement
Learn more
• eMoney Communications Team • May 15, 2017
Life Planning Partners, Inc., (LPP) is a financial planning firm located in Jacksonville, Fla. that provides financial planning services for every aspect of their high-net-worth clients’ financial lives.
In 2014, LPP decided that they needed to switch to a cloud-based financial planning tool that included a client portal. The firm was using NaviPlan at the time, which didn’t feature a client portal or any client-facing tools. They also wanted a solution that would enable advisors to develop comprehensive financial plans based on the client’s goals, and they were looking for a solution that offered a better interface than their current offering.
After an in-depth selection process, led by Carrie Jones, CFP®, senior planner, the firm decided to implement eMoney’s financial planning software in February of 2014. The firm has since realized greater efficiency and transparency and an improved client experience.
In this case study, you’ll learn how LPP leveraged eMoney to:
You may also be interested in...
Despite the toll on client emotions, times of market volatility give financial professionals a real opportunity to shine. By using… Read More
As a financial professional, would your clients be able to answer this question: What is your money for? Financial professionals… Read More
A financial plan should be an accurate reflection of a client’s truest vision for their future. It’s easier said than… Read More
Only 26% of financial planners say their clients are highly engaged and motivated. Take this self-assessment to see how your client experience compares!
TAKE THE ASSESSMENTa new source of expert insights for
financial professionals.Get StartedTips specific to the eMoney platform can be found in
the eMoney application, under Help, eMoney Advisor Blog.