The Future of Financial Planning: From Numbers to Mindsets
The world of financial planning is undergoing a series of profound transformations.1 Gone are the days when financial advisors were… 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...
Building a Financial Plan Tailored for Your Clients’ Life
In the world of financial planning, there is no shortage of rules, principles, and general best practice advice designed to… Read More
Rebuilding Client Trust: 5 Steps Every Financial Planner Should Know
Trust is a fragile component of any professional relationship, but in the financial planning industry, it’s especially precarious. After all,… Read More
eBook: Candid Conversations - Mastering the Art of Asking Questions
Download our latest eBook for a complete guide to asking questions that spark productive conversations.
Download Now