Using Data to Gain Client Mindshare
Mindshare is a marketing term that refers to the level of consumer awareness associated with a product or brand. In… Read More
Insights and best practices for successful financial planning engagement
• 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.
You may also be interested in...
Mindshare is a marketing term that refers to the level of consumer awareness associated with a product or brand. In… Read More
Financial psychology is becoming an increasingly popular and crucial practice in financial planning. Many financial planners now recognize the need… Read More
Feelings of financial insecurity have surged to an all-time high among Americans, with one-third (33 percent) reporting that they do… Read More
Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
Download Nowa new source of expert insights for
financial professionals.Get StartedTips specific to the eMoney platform can be found in
the eMoney application, under Help, eMoney Advisor Blog.