Creating Virtual Interactions with Clients and Prospects
Events are a valuable element of how advisors build relationships with clients. Whether it’s a meeting, an appreciation banquet, or… Read More
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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.
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Psychology for Planners: How to Engage with Clients’ Financial Behavior
Money is deeply personal—our financial behavior is intimately linked with the perceptions, ideas, attitudes and beliefs we’ve formed around money… Read More
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The client’s experience is more important than ever. It’s vital during times of disruption to retain clients, and it’s imperative… Read More
CE Webinar - Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit)
Join eMoney Thursday, October 7 at 2:00 p.m. ET to explore the power of emotional intelligence and the CFP Board's recent change to its principal knowledge topics.
REGISTER NOW