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eBook - Planning with Purpose: Finding Fulfillment and Authenticity Through Financial Planning

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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

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.

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Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.