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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.


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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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.

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