Planning Better Together: The Power of Collaborative Financial Planning
In our ongoing mission to enhance the advisor-client dynamic, our previous Evolution of Advice research laid the groundwork for understanding… Read More
Webinar Replay: Do More Planning – Start Now
• eMoney Communications Team • October 28, 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 best practices on how to offer financial planning to new and existing clients and on selling the value of financial planning.
Watch the webinar below for part 2 — During this session, Greg will provide actionable guidance to help you advance your financial planning process to deliver the client experience that helped Beratung grow their AUM by 500%.
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eBook: Candid Conversations - Suddenly Single
Download our latest eBook for thoughtful guidance on how to serve clients who have recently lost a spouse or divorced.
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