Arrow Icon
blog header pale blue image blog header abstract shape

Heart of Advice

Insights and best practices for successful financial planning engagement

left arrow Back to All Articles

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

 

Image of eMoney Communications Team
About the Author

The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.

You may also be interested in...

charitable giving strategies

8 Questions to Ask Clients About Charitable Giving

Having deep knowledge of charitable giving strategies is in demand among advisors, with about 90 percent of the wealthiest U.S. Read More

Two financial advisors collaborate during a meeting.

Now Is the Time for a Renewed Focus on Planning

Inflation, increasing cost of living expenses, and market volatility are just a few of the factors that are making finances… Read More

generational wealth planning

Leveraging Technology for Generational Wealth Planning

The Great Wealth Transfer is on the horizon, with $84 trillion going to heirs and charities by 2045.1 Advisors who… Read More

eBook: From Portfolio Manager to Planner

Download our latest eBook and learn how to use the data you already have to evolve your business and client relationships.

Download Now

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.