How Financial Advisors Can Build a Niche Marketing Plan That Attracts Ideal Clients
Creating a marketing plan is essential for any financial advisory practice—but not all marketing plans are equally effective. Advisors who… Read More
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
You may also be interested in...
Using Scenario Analysis to Future-Proof Your Financial Planning
Let’s be honest, financial planning isn’t about crafting one perfect plan and watching it gather dust. The financial landscape is… Read More
6 Ways to Scale Financial Planning for Greater Client Impact
Scaling financial planning is essential for financial professionals looking to grow their practices. As client expectations rise, your ability to… Read More
Get our new eBook - Financial Planning and AI: What's Next?
Download this eBook now and learn how AI is expected to impact the industry.
Download Now