Webinar Replay: Building and Scaling a Planning-led Business for Incremental Growth
•eMoney Communications Team•June 27, 2019
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.
About the Author
The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.