How Connecting Marketing and Planning Creates a High-Value Client Journey
For many financial professionals, marketing and financial planning operate as separate functions. Marketing focuses on attracting new clients, while planning… Read More
Webinar Replay: Advisor Panel—How to Approach the Client Journey in your Business
• 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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