Insights and best practices for successful financial planning engagement
• eMoney Communications Team • April 10, 2019
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...
Feelings of financial insecurity have surged to an all-time high among Americans, with one-third (33 percent) reporting that they do… Read More
From established Baby Boomers to younger generations just beginning to explore investment options, everyone needs financial planning assistance. In fact,… Read More
Client engagement is critical to attracting new business as well as for the retention of existing clients. Our research shows… Read More
Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
Download Now
a new source of expert insights for financial professionals.
Get StartedTips specific to the eMoney platform can be found in
the eMoney application, under Help, eMoney Advisor Blog.
