Key Considerations for Successful Technology Implementation in Enterprises
Rolling out a new financial planning platform across an enterprise isn’t simply about installing software—it’s about orchestrating a complex, coordinated… Read More
Webinar Replay: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning
• eMoney Communications Team • July 24, 2019
Updated on: May 10, 2021
Learn how you can drive growth by delivering interactive, personalized planning experiences that satisfy clients and streamline workflows.
Watch the webinar below to hear from Jake Lynch, Chief Business Officer at Adviser Investments, and Jim Finegan, Manager of Advisor Sales at eMoney Advisor, as they discuss how after adopting eMoney, Adviser Investments has gained $118 million in new AUM, sold $62 million in new services to existing clients, and increased their plans delivered to clients by 1,000%.
You may also be interested in...
Why Leading Financial Planners Rely on Integrated Collaboration
While it may be tempting to build a practice entirely on your own, doing so can ultimately limit both the… Read More
3 Strategies for Improving Your Productivity
Adding more clients is a top priority for many financial planners. But while you may be thinking, “I want to… Read More
Get our new eBook - Financial Planning and AI: What's Next?
Download this eBook now and learn how AI is expected to impact the industry.
Download Now