The Future of Financial Planning: From Numbers to Mindsets
The world of financial planning is undergoing a series of profound transformations.1 Gone are the days when financial advisors were… Read More
Webinar Replay: Do More Planning—Presenting the Plans
• eMoney Communications Team • December 23, 2020
Updated on: July 29, 2021
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.
In part 3, Greg shares his method how to build and how to present a financial plan in a way that supports the type of client experience that helped Beratung grow their AUM by 500%.
You may also be interested in...
Building a Financial Plan Tailored for Your Clients’ Life
In the world of financial planning, there is no shortage of rules, principles, and general best practice advice designed to… Read More
Rebuilding Client Trust: 5 Steps Every Financial Planner Should Know
Trust is a fragile component of any professional relationship, but in the financial planning industry, it’s especially precarious. After all,… Read More
eBook: Candid Conversations - Mastering the Art of Asking Questions
Download our latest eBook for a complete guide to asking questions that spark productive conversations.
Download Now