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Insights and best practices for successful financial planning engagement
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eBook - Power to the Plan: The (R)evolution of Financial Advice

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Why the Experience Matters (Webinar)

eMoney Communications Team August 8, 2016

why the client experience matters

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.

 

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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Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.