The financial planning industry has been steadily moving away from commission-based product sales for decades. Charging clients a fee based… Read More
Webinar Replay: Discover How a Holistic Financial Planning Approach Can Transform Your Client Relationships
• eMoney Communications Team • July 14, 2020
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.
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CE Webinar - Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit)
Join eMoney Thursday, October 7 at 2:00 p.m. ET to explore the power of emotional intelligence and the CFP Board's recent change to its principal knowledge topics.REGISTER NOW