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
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 to Personalize Client Communications at Scale
Key takeaways Advisors don’t have to choose between personalization and efficiency as their practice grows. Documenting client preferences and segmenting… Read More
Scale Planning and Strengthen Client Relationships
Serving clients across the wealth continuum requires more than strong technical planning skills and knowledge. It requires understanding how client… 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