Planning Better Together: The Power of Collaborative Financial Planning
In our ongoing mission to enhance the advisor-client dynamic, our previous Evolution of Advice research laid the groundwork for understanding… Read More
Webinar Replay: Driving Growth Through Exceptional Client Experiences
• eMoney Communications Team • April 10, 2019
Updated on: June 21, 2021
Advisors are finding that they can attract new business, increase their share of wallet, and boost retention by focusing on the client experience.
In fact, firms and advisors who focus on the client experience have twice the growth in AUM than those who don’t.1
Watch the webinar below to learn what a positive impact these experiences have on business development.
During the webinar, Alex Chalekian, Founder and CEO at Lake Avenue Financial, and Jim Finegan, Sales Manager at eMoney Advisor, discuss how to deliver your own exceptional experience by focusing on personalization, collaboration, and the digital experience.
1FlexGen: 2018 Fidelity Financial Advisor Community – FlexGen Study
You may also be interested in...
Navigating Sensitive Conversations: How to Conduct Effective Estate Plan Reviews
With National Estate Planning Awareness Week around the corner, now is the perfect time for financial advisors to sharpen their… Read More
Podcast Episode #7: Spotlight on Estate Planning with Christina Lynn
Episode Summary Every good advisor wants to ensure a client’s legacy is protected, but many struggle with reviewing estate plans… Read More
eBook: Candid Conversations - Suddenly Single
Download our latest eBook for thoughtful guidance on how to serve clients who have recently lost a spouse or divorced.
Download Now