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The process of financial planning can be complex, involving many client touchpoints, numerous document transfers, and unique needs for each… 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
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