44 Questions to Ask Clients to Understand Their Values
Understanding a client’s values is an essential step in building them a financial plan that will help them achieve their… Read More
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eBook: The Future of Financial Planning - Expanding the Market for Holistic Advice with New Technology
READ NOWWebinar 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%.
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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.
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