Why Client Engagement Matters More in the Age of AI
Financial professionals, we don’t struggle to build great plans. We struggle to keep people connected to them. This fact isn’t… Read More
Webinar Replay: 9 Ways to Engage with Intent
• eMoney Communications Team • March 4, 2020
Updated on: December 8, 2023
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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