Scale Planning and Strengthen Client Relationships
Serving clients across the wealth continuum requires more than strong technical planning skills and knowledge. It requires understanding how client… 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.
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