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
Insights and best practices for successful financial planning engagement
• 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.
You may also be interested in...
Having deep knowledge of charitable giving strategies is in demand among advisors, with about 90 percent of the wealthiest U.S. Read More
Inflation, increasing cost of living expenses, and market volatility are just a few of the factors that are making finances… Read More
The Great Wealth Transfer is on the horizon, with $84 trillion going to heirs and charities by 2045.1 Advisors who… Read More
Download our latest eBook and learn how to use the data you already have to evolve your business and client relationships.
Download Nowa new source of expert insights for
financial professionals.Get StartedTips specific to the eMoney platform can be found in
the eMoney application, under Help, eMoney Advisor Blog.