If You Only Knew What Your Clients Aren’t Telling You
Many financial planners believe they have a clear understanding of their clients’ needs, goals, and even their level of satisfaction. Read More
Webinar Series: Do More Planning
• eMoney Communications Team • February 2, 2021
By now you probably understand financial planning’s value to both you and your clients. Now hear from a peer who has seen success through doing more planning.
Gregory Furer, CFP®, CRPC®, CEO of Beratung Advisors, alongside the eMoney team, created a webinar series to share and show how his firm offered more planning to more clients through a scalable and effective process. This led his firm to a 500% increase in AUM. We covered best practices on selling the value of financial planning as well as actionable guidance to help you advance your financial planning process.
CHECK OUT THE SERIES HERE:
Part 1 – Do More Planning: Here’s How
Part 2 – Do More Planning: Start Now
Part 3 – Do More Planning: Presenting the Plans
Part 4 – Do More Planning: Scaling for Success
You may also be interested in...
Enhancing Financial Planning with Intelligent Innovation
My work in product is entirely influenced by my prior career as a financial planning professional. I know our clients… Read More
Why Leading Financial Planners Rely on Integrated Collaboration
While it may be tempting to build a practice entirely on your own, doing so can ultimately limit both the… Read More
Get our new eBook - Financial Planning and AI: What's Next?
Download this eBook now and learn how AI is expected to impact the industry.
Download Now