If You Only Knew What Your Clients Aren’t Telling You
Many financial planners believe they have a clear understanding of their clients’ needs, goals, and even their level of satisfaction. Read More
Webinar Replay: Applying the Financial Planning Process Throughout the Client Lifecycle
• eMoney Communications Team • August 5, 2020
Updated on: February 3, 2021
The seven-step financial planning process provides a complete workflow for establishing productive, long-term relationships. This structure creates a truly engaging environment where advisors and clients can effectively collaborate on their plans.
Watch the webinar below to hear from Brandon Heid, CFP® and Brett Tharp, CFP® from eMoney’s Financial Planning Group, as they discuss how to best leverage eMoney at each step of the planning process and each stage of the client lifecycle to efficiently and comprehensively serve your clients through all the stages of their financial lives.
*CE credit is not awarded for watching the replay
https://emoneyadvisor.wistia.com/medias/zyaxqcm8te
You may also be interested in...
Enhancing Financial Planning with Intelligent Innovation
My work in product is entirely influenced by my prior career as a financial planning professional. I know our clients… Read More
Why Leading Financial Planners Rely on Integrated Collaboration
While it may be tempting to build a practice entirely on your own, doing so can ultimately limit both the… Read More
Get our new eBook - Financial Planning and AI: What's Next?
Download this eBook now and learn how AI is expected to impact the industry.
Download Now