Wednesday, January 27 at 2:00 p.m. ET 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.

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.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

Heart of Advice

Insights and best practices for successful financial planning engagement
Learn more

Back to All Articles

Explore Our Categories

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

READ NOW

Life Planning Partners Elevates the Client Experience with eMoney (Case Study)

eMoney Communications Team May 15, 2017

life planning partners emoney case study

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:

  • Aggregate client accounts and reduce time spent onboarding clients by 25%
  • Bring more than 70% of clients onto the Client Portal
  • Effectively scale the business, bringing on more clients without increasing headcount

 

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.

You may also be interested in...

Upcoming Webinar: Maximize Your Client’s Lifecycle Journey in 2021

In part 1 of a 3-part series, you’ll see how financial planning and marketing work together to grow your business,… Read More

virtual onboarding of planning clients

The Importance of Data Aggregation Tools in a Virtual Work Environment

The pandemic has propelled us into a virtual-first world, accelerating the need for firms to move to fully digitized operations. Read More

excellent client service

The Elements of Exceptional Client Service

Research from Cerulli shows client satisfaction is higher than ever—80 percent of investors are satisfied with their current advisor, while… Read More

Webinar - Financial Planning During the COVID-19 Economy - 1 CFP® CE Credit

Join us as we discuss how clients can maximize their use of savings and investment vehicles to meet their financial goals in the COVID-19 economy. Thursday, February 4th, 2021 from 2:00 p.m. ET

REGISTER NOW
Webinar - Financial Planning During the COVID-19 Economy - 1 CFP® CE Credit

Join us as we discuss how clients can maximize their use of savings and investment vehicles to meet their financial goals in the COVID-19 economy. Thursday, February 4th, 2021 from 2:00 p.m. ET

REGISTER NOW

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

Heart of Advice by eMoney Advisors

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.