How Connecting Marketing and Planning Creates a High-Value Client Journey
For many financial professionals, marketing and financial planning operate as separate functions. Marketing focuses on attracting new clients, while planning… 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
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