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
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...
Meeting the Rising Demand for Planning in the Face of Advisor Shortages
Recent research from McKinsey & Company reveals the number of households seeking holistic financial advice and a willingness to pay… Read More
Empowering Women in Financial Planning with Cary Carbonaro
Episode Summary A passionate advocate for women in the financial space, Cary Carbonaro, CFP®, MBA, Managing Wealth Advisor, Women and… Read More
eBook: Candid Conversations - Mastering the Art of Asking Questions
Download our latest eBook for a complete guide to asking questions that spark productive conversations.
Download Now