Understanding AI: What’s Next for Financial Planners?
Artificial intelligence (AI) is impacting nearly every industry by enhancing efficiency and delivering insights that enable better automation and more… Read More
Webinar Replay: Discover How a Holistic Financial Planning Approach Can Transform Your Client Relationships
• eMoney Communications Team • July 14, 2020
Updated on: August 16, 2021
Understanding your client’s complete financial life and having the right conversations can move them toward achieving their personal and professional goals. The map to guide them on that path is a financial plan. Holistic financial planning can transform your client relationships.
Watch the webinar below to hear from Matt Schulte, Head of Financial Planning at eMoney, as he discusses how a well-integrated technology platform can position you to deliver financial advice and provide a truly holistic experience across your client’s entire life.
You may also be interested in...
Getting Clients Out of Their Heads and Into Their Hearts with Brendan Frazier
Episode Summary Brendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance… Read More
How to Build Trust Throughout the 7-step Financial Planning Process
The relationship between a financial planner and their client thrives on trust—an invaluable connection that takes time to earn and… 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