How Monte Carlo Analysis Can Foster More Collaborative Planning Relationships
Many people think Monte Carlo analysis and its advanced mathematics is only useful to the financial advisor working alone in… 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%.
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