Building Client Readiness for Exit Planning and Ownership Transitions
According to one report, a staggering 75 percent of business owners are seeking to exit their businesses within the next… 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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