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.
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