Wednesday, December 9 at 2:00 p.m. ET Join Jess Liberi, Head of Product, as she shares eMoney's roadmap, which is inspired by your feedback and focused on building solutions to deliver an exceptional client experience.
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%.
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.