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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%.

 
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About the Author

The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.

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