How Client Portals Can Help Advisors Scale the Client Experience
Key Takeaways Scaling the client experience means creating consistent, repeatable ways to deliver access, engagement, and personalization as a practice… 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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