What Is Holistic Financial Planning?
In today’s world, clients expect more than just a focus on investments when seeking out wealth planners. They want advisors… Read More
Webinar Replay: Planning and Marketing in Action
• eMoney Communications Team • February 1, 2021
In part 1 of our Planning and Marketing webinar series, we showed the benefits of financial planning and marketing and how they work together.
Where does technology come into play? Join eMoney for part 2 in this 3-part series as we jump into our application and take you through a demonstration of our software designed to support your financial planning and marketing strategies to drive business growth and client engagement.
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eBook: The New Advisor Value Proposition
Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
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