Next Generation Financial Planning Clients Want a New Approach
The financial services industry stands at the precipice of the largest wealth transfer in human history. Over the next two… 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...
Finding Your Client Niche
Financial professionals who have a client niche focus on serving a specific audience with unique needs. Instead of targeting everyone… Read More
Key Insights for Building the Team of Tomorrow
Building a high-performing team is about more than just recruitment. Whether you’re launching a new practice, scaling an established team,… 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