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
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Upcoming Webinar: Do More Planning — Presenting the Plans
• eMoney Communications Team • December 23, 2020
Back by popular demand, Gregory Furer, CFP®, CRPC®, CEO at Beratung Advisors, is joining the eMoney team for another webinar to go deeper on how his firm offered more planning to more clients through a scalable and effective process.
In part 1, Greg shared effective tips for educating new and existing clients on the value of financial planning. In part 2 he provided actionable guidance to help you efficiently engage clients to capture their financial information and objectives.
Join us on Tuesday, January 19 at 2:00 p.m. ET for part 3. During this session, Greg will share 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%.
Can’t make it to the live session? Register anyway, and we’ll send you the recording.
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Webinar - Do More Planning: Building the Plans
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 NOW