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Webinar Replay: Do More Planning—Presenting the Plans

eMoney Communications Team December 23, 2020

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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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About the Author

The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.

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