Practical Responses to Privacy Regulation
State privacy regulations are rapidly becoming a prominent legal concern for U.S. businesses. Privacy lawsuits against fintech favorites are settling for… Read More
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Webinar Replay: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning
• 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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CE Webinar - Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit)
Join eMoney Thursday, October 7 at 2:00 p.m. ET to explore the power of emotional intelligence and the CFP Board's recent change to its principal knowledge topics.
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