What Early Intelligent Planning Data Reveals About the Future of Financial Planning
Innovation in financial planning is often measured by adoption, but adoption alone doesn’t reveal how advisor workflows are truly evolving. Read More
Webinar Replay: Guiding Clients Through Market Volatility by Leveraging eMoney and Riskalyze
• eMoney Communications Team • April 27, 2020
Updated on: February 9, 2021
Market volatility feels less alarming for clients when they’re prepared to face it. Advisors aiming to alleviate client anxieties must demonstrate the benefits of long-term investment performance versus short-term risk. Advisors need to communicate the importance of sticking to financial plans through market ups and downs.
Watch the webinar below to hear from Connor Sung, CFP®, Manager of Financial Planning Practice Management at eMoney, and Matt Fritsch, Director of Channel Marketing at Riskalyze, as they discuss strategies for showing clients the value of staying invested in their financial plans.
In this session, you’ll also hear from René Nourse, CFP®, Founder and Managing Director of Urban Wealth Management, to learn how she uses integrated tools like eMoney and Riskalyze to put financial plans in perspective and help clients visualize the risk and potential volatility in their portfolio.
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