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.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

Heart of Advice

Insights and best practices for successful financial planning engagement
Learn more

Back to All Articles

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.

You may also be interested in...

Financial advisor assesses their money biases

Advisor Self Reflection Is Key to Understanding Money Biases

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would… Read More

Couple enjoying retirement

Financial Planning for the Retirement Transition

Periods of our lives are often categorized into phases. As we move through life, change is inevitable, but that doesn’t… Read More

Female financial advisor contemplating independence

Top Tips for Deciding Whether to Go Independent as a Financial Advisor

The pandemic led many to rethink where, how, and why they work—including financial professionals. If you’re among them and thinking… Read More

How Planning-led Are You? Take the Assessment!

Only 1 in 5 firms have completely digital onboarding. Take the assessment to see how your firm stacks up and learn ways to improve your discovery workflows.

TAKE THE ASSESSMENT

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

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.