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CE Webinar - Tax Legislation Projections in a New Era (1 CFP® CE Credit) - Thursday, March 4 2:00p.m. ET

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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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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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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.