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
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
You may also be interested in...
In today’s world, clients expect more than just a focus on investments when seeking out wealth planners. They want advisors… Read More
EPISODE SUMMARY Have you ever thought about what it would take to make your financial planning practice more inclusive? LGBTQ+… Read More
What role does insurance play in financial planning? Do any research on the topic and you’ll find results that mention… Read More
Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
Download Nowa new source of expert insights for
financial professionals.Get StartedTips specific to the eMoney platform can be found in
the eMoney application, under Help, eMoney Advisor Blog.