The 7-Step Financial Planning Process: How Advisors Can Adapt for Compliance
The CFP Board’s Code of Ethics and Standards of Conduct focuses on the ethical responsibilities of CFP® professionals as they… Read More
Insights and best practices for successful financial planning engagement
• eMoney Communications Team • March 9, 2020
This year marks 20 years that eMoney has had the privilege of serving our clients and delivering planning-led solutions to help people talk about money. In 2019, we added 15,000 new users bringing our total on the platform to over 70,000 – the single largest annual increase in our company’s history. And we’re just getting started.
Watch as members of our leadership team map out our
plans for the year.
To our clients and partners – thank you for contributing to eMoney’s success. We’re excited for what’s to come in 2020.
Read the full transcript below.
[Ed O’Brien, CEO]
[Matt Schulte, Head of Financial Planning]
[Jess Liberi, Head of Product]
[Schulte]
[Liberi]
[Schulte]
[O’Brien]
[Frank Tropiano, Head of Client Services]
[O’Brien]
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