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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—Scaling for Success

eMoney Communications Team February 2, 2021

Don’t miss the finale of a 4-part series featuring Gregory Furer, CFP®,CRPC®, CEO of Beratung Advisors.

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, and then in part 3 he shared his method for building and presenting financial plans.

In part 4, Greg shows how to scale this entire process across your firm by implementing templates and workflows to deliver 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

REGISTER NOW
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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

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.