Webinar Replay: Maximize Your Client’s Lifecycle Journey in 2021
•eMoney Communications Team•January 14, 2021
In part 1 of a 3-part series, you’ll see how financial planning and marketing work together to grow your business, engage clients, and maintain strong relationships.
Watch the on-demand recording of part 1, where eMoney experts walk through a client’s journey and discuss how both planning and marketing play important roles in delivering an exceptional client experience.
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.