Upcoming Webinar: The Future eMoney Experience
Product strategy at eMoney is built on logic and creativity and propelled through innovation. Join eMoney’s Head of Product, Jess… Read More
Explore Our Categories
- All Categories
- Advisor Perspectives
- Client Experience
- Financial Planning
- Fintech
- Industry News and Trends
- Marketing
- Practice Management
Webinar - Reach Your Prospective Clients Where They Are: Online - Wednesday December 16th 2:00 pm ET
REGISTER NOWWebinar 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%.
You may also be interested in...
9 Ways to Engage with Intent Blog Series
On average, only 20 percent of an advisor’s clients have a financial plan.1 There is an enormous opportunity to bring in… Read More
Leveraging Digital to Deliver a Consistent Experience
Have you ever received a service that fell short because you expected one thing and the actual experience was something… Read More
Webinar: The Future eMoney Experience
Join Jess Liberi, Head of Product, to learn all about the future eMoney experience. Wednesday December 9th, 2020 2:00 pm ET.
REGISTER NOW