October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

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eBook: The Future of Financial Planning - Expanding the Market for Holistic Advice with New Technology

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Webinar Replay: Do More Planning—Presenting the Plans

eMoney Communications Team December 23, 2020

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 for building and presenting financial plans in a way that supports the type of client experience that helped Beratung grow their AUM by 500%.

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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Webinar - Elevate Your Financial Planning Strategies, Part 2

Hear from a panel of advisors who have successfully implemented financial planning strategies at their firms.

REGISTER NOW
Webinar - Elevate Your Financial Planning Strategies, Part 2

Hear from a panel of advisors who have successfully implemented financial planning strategies at their firms.

REGISTER NOW

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Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.