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.