Upcoming Webinar: Incentive—Reaching Clients Through Financial Wellness in the Workplace
Standing out and reaching a population in need are top priorities for financial professionals today. Join eMoney for a live… Read More
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CE Webinar - Tax Legislation Projections in a New Era (1 CFP® CE Credit) - Thursday, March 4 2:00p.m. ET
REGISTER 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 - Advisor Panel: How to Approach the Client Journey in Your Business
Hear from your peers as they walk through their real life examples to help you with your planning and marketing efforts in 2021! Wednesday, March 10 at 2:00 p.m. ET
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