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CE Webinar: Stuck in the Middle Between Children and Elders - The Sandwich Generation November 5th, 2:00pm ET
REGISTER NOW• eMoney Communications Team • July 24, 2019
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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