October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

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.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

Heart of Advice

Insights and best practices for successful financial planning engagement
Learn more

Back to All Articles

Explore Our Categories

CE Webinar - The Evolution of Monte Carlo Simulations (1 CFP® CE Credit) - Thursday, June 3rd 2pm ET

REGISTER NOW

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

 

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...

financial therapist in practice

What is a Financial Therapist?

A financial therapist sits at the intersection of financial advice and therapy, offering either financial guidance to address unproductive financial… Read More

Adopting Planning Teams to Maximize Efficiency and Win

You may wonder, ‘When did financial planning become a team sport?’ Well, by definition a team sport includes any activity… Read More

Monte Carlo By Age Confidence Age Discussion

Longevity Risk Analysis Makes Financial Plans More Personal

Longevity risk is an essential consideration in any financial plan. It impacts nearly every facet of the plan, and a… Read More

Interactive Webinar: Assessing Your Digital Marketing Strategy

Join eMoney for part one of a two-part interactive series to learn how to create an actionable marketing strategy that will keep you top-of-mind for clients and grow your business. Tuesday, May 18th 12pm ET.

REGISTER NOW
Interactive Webinar: Assessing Your Digital Marketing Strategy

Join eMoney for part one of a two-part interactive series to learn how to create an actionable marketing strategy that will keep you top-of-mind for clients and grow your business. Tuesday, May 18th 12pm ET.

REGISTER NOW

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

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.