How Financial Planning Technology Can Help Build Client Trust
Key Takeaways Technology can support trust through greater transparency, access, and understanding. Interactive planning can help clients become more active… 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.
You may also be interested in...
Move From Data Silos to a Single Source of Truth
Every wealth firm I talk to has an AI roadmap. Far fewer have a data foundation that can support one. Read More
What If Financial Planning Was No Longer Limited by Capacity?
Specialized knowledge isn’t always scarce; access to that expertise, however, can be. This distinction is maybe easiest to see in… Read More
Get our new eBook - Transforming Financial Planning with Unified Technology
Download this eBook now and learn how enterprises can scale with confidence.
Download Now