9 Compliance Considerations When Switching to Fee-only Financial Planning
The financial planning industry has been steadily moving away from commission-based product sales for decades. Charging clients a fee based… Read More
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Webinar Replay: 9 Ways to Engage with Intent
• 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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CE Webinar - Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit)
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