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eBook - Planning with Purpose: Finding Fulfillment and Authenticity Through Financial Planning

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Webinar Replay: 9 Ways to Engage with Intent

eMoney Communications Team March 4, 2020

Updated on: February 2, 2021

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

About the Author

The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.

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CE Webinar: The Rise of Impact Investing (1 CFP® CE Credit)

Impact investing strategies are surging as more investors seek to align their money with their values. Join eMoney and Fidelity Charitable Thursday, July 14 at 2:00 p.m. ET to learn all about the impact investing landscape and how to build your own impact strategy.

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Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.