Holistic Financial Planning: 4 Steps to Get Started
Holistic financial planning incorporates a client’s total life and financial circumstances into their plan. The purpose is to go beyond… Read More
Insights and best practices for successful financial planning engagement
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• eMoney Communications Team • August 8, 2016
There’s no shortage of threats facing financial advisors. From disruptive technology to growing client expectations, new challenges seem to pop up every day.
That’s why, in this live webinar, we explore how these challenges affect our industry today and show why the type of experience you offer clients matters more than ever before.
Featuring feedback from eMoney users, insights from across industries, and research from leading market analysts, we go through all the aspects of a successful client experience, providing tips and best practices based off of real user experiences.
Want to see how your client experience stacks up? Take our interactive client experience quiz and find out how well your existing experiences compares.
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Only 26% of financial planners say their clients are highly engaged and motivated. Take this self-assessment to see how your client experience compares!
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