Psychology for Planners: How to Engage with Clients’ Financial Behavior
Money is deeply personal—our financial behavior is intimately linked with the perceptions, ideas, attitudes and beliefs we’ve formed around money… Read More
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eBook: The Future of Financial Planning - Expanding the Market for Holistic Advice with New Technology
READ NOWWebinar Replay: Driving Growth Through Exceptional Client Experiences
• 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
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Webinar - Elevate Your Financial Planning Strategies, Part 2
Hear from a panel of advisors who have successfully implemented financial planning strategies at their firms.
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