44 Questions to Ask Clients to Understand Their Values
Understanding a client’s values is an essential step in building them a financial plan that will help them achieve their… Read More
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eBook: The Future of Financial Planning - Expanding the Market for Holistic Advice with New Technology
READ NOWWebinar 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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Webinar - Elevate Your Financial Planning Strategies, Part 2
Hear from a panel of advisors who have successfully implemented financial planning strategies at their firms.
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