How Financial Professionals Can Expand Their Business Models for Greater Growth
“Holistic financial planning” is a phrase you’ve likely heard frequently this year regarding the future of financial advice and what… Read More
Insights and best practices for successful financial planning engagement
Learn more
• eMoney Communications Team • July 27, 2020
Join us at the industry’s premier conference for planning-led advisors and hear from a dynamic group of keynote speakers whose stories, knowledge, and insights inspire us in our own professional and personal ventures. Check out this year’s speakers!
New York Times Best Selling Author of Give and Take, Originals, Option B and Power Moves In his dynamic presentation, Grant outlines the key strategies for building a culture of productive generosity. He urges companies to reward givers and get rid of takers, by making their reputation known to them and challenging them to new behavior. He also shares how leaders and organizations can improve practices around selection and hiring, recognition and rewards, and collaboration and coordination—to boost revenue, efficiency, and satisfaction.
Expert in Leadership, Diversity & Inclusion, and Culture Transformation Cynthia Marshall will talk about her life and role as SVP of HR and Chief Diversity Officer at AT&T, her move to CEO of the Dallas Mavericks, her strategy for values-based leadership, and why putting people first matters the most. She’ll also share the difference between diversity and inclusion and why both are important for success, and why HR is the heart of any organization. Cynthia’s vibrant attitude and enthusiasm for her job is contagious, and she’ll have you dancing by the time the 45 minutes are up.
Author of The Gen-Savvy Financial Advisor, Generational Insights, and Generational Selling Tactics That Work Cam Marston is the leading expert on the impact of generational change and its impact on the workplace and marketplace. He understands the attitudes and expectations of the upcoming generations and what they expect from financial services providers. He knows how they buy, how they value different types of information, what their definition of “expert” is, how they apply it to financial professionals and what they want financial professionals to teach them. He understands their preferred methods of communications, which sales tools to use and how to use them effectively.
Join us from October 19-21 as we explore how advisors are leveraging technology, evolving processes, and driving efficiencies in their business to power the plans of the future and deliver a client experience that exceeds expectations. Learn more on the 2020 eMoney Summit site!
You may also be interested in...
“Holistic financial planning” is a phrase you’ve likely heard frequently this year regarding the future of financial advice and what… Read More
COVID-19 was an all-pervading force in the financial services industry in 2020, accelerating digital transformation and adoption in all aspects. Read More
eMoney recently conducted a survey1 of 2,000 consumers regarding the ways in which they search for advisors and their communication… Read More
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
REGISTER NOWa 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.