Shifting from a Sales-driven to Planning-focused Mindset
If your institution’s advisors have traditionally focused on sales rather than planning, you might be facing a common challenge: resistance… Read More
Webinar Replay: Building and Scaling a Planning-led Business for Incremental Growth
• eMoney Communications Team • June 27, 2019
Updated on: May 10, 2021
Learn how you can drive growth by delivering an integrated, digitally-enabled, and scalable experience across the advisor/client lifecycle.
Watch the webinar below to hear from Trish Haskins, Fidelity’s VP of Digital Strategy and Platform Consulting, and Steve Levis, CFP®, eMoney’s Senior VP of Financial Planning, as they discuss how FlexGen firms leverage technology to effectively position themselves for growth.
You may also be interested in...
Where to Start When Creating Smart Financial Planning Workflows
A financial planner’s time is precious, and chances are, you sometimes feel like you’re not squeezing all the juice out… Read More
Deepening Transparency in Financial Planning
If you’ve dipped your toes into the concept of transparency in financial planning, you probably have a solid grasp on… 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