The Accidental CEO: Building the Team Behind Sustainable Growth
Editor’s Note: This article is the second installment in our two-part Accidental CEO series. After recognizing they’ve outgrown the solo-practice… 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...
How Client Portals Can Help Advisors Scale the Client Experience
Key Takeaways Scaling the client experience means creating consistent, repeatable ways to deliver access, engagement, and personalization as a practice… Read More
The Accidental CEO: Have You Outgrown the Solo-Practice Mindset?
Editor’s Note: This article is the first in a two-part series exploring what happens when successful financial professionals become business… Read More
Get our new eBook - Transforming Financial Planning with Unified Technology
Download this eBook now and learn how enterprises can scale with confidence.
Download Now