Next Generation Financial Planning Clients Want a New Approach
The financial services industry stands at the precipice of the largest wealth transfer in human history. Over the next two… Read More
Insights and best practices for successful financial planning engagement
• eMoney Communications Team • March 4, 2020
On average, only 20 percent of advisors’ clients have a financial plan1.
This represents a significant opportunity to grow your business through planning, but may leave you wondering how you’ll find the time to serve more clients in a meaningful way.
Watch the webinar below to hear from Mike Hemmert, VP, Enterprise Sales at eMoney, and Celeste Revelli, CFP®, Director, Financial Planning at eMoney, as they share nine tactics for digitizing your client experience for engagement, scalability, and growth.
1 Kehrer Bielan, The ROI of Financial Planning, September 2019
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