Navigating Education Planning: A Roadmap for Your Client’s Journey
According to Fidelity Investments’ 2024 College Savings Indicator study, 74 percent of parents have started saving in 2024 compared to… Read More
Insights and best practices for successful financial planning engagement
• eMoney Communications Team • March 10, 2021
In part 1 of our 3-part webinar series, we discussed the benefits of financial planning and marketing and how they work together. In part 2, we covered where technology comes into play and demonstrated how eMoney supports financial planning and marketing strategies to drive business growth and client engagement.
Watch the final webinar in the series to hear from your peers as they walk through their real life examples to help you with your planning and marketing efforts in 2021!
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