{"id":4577,"date":"2019-07-24T17:05:00","date_gmt":"2019-07-24T17:05:00","guid":{"rendered":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/"},"modified":"2021-05-10T16:26:09","modified_gmt":"2021-05-10T16:26:09","slug":"webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/","title":{"rendered":"Webinar Replay: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning"},"content":{"rendered":"\r\n<p>Learn how you can drive growth by delivering interactive, personalized planning experiences that\u00a0satisfy\u00a0clients and\u00a0streamline\u00a0workflows.<\/p>\r\n\r\n\r\n\r\n<p>Watch the webinar below to hear from Jake Lynch, Chief Business Officer at Adviser Investments, and Jim Finegan, Manager of Advisor Sales at eMoney Advisor, as they discuss how after adopting eMoney, Adviser Investments has <strong>gained $118 million<\/strong> in new AUM, <strong>sold $62 million in new services<\/strong> to existing clients, and <strong>increased their plans delivered to clients by 1,000%<\/strong>.<\/p>\r\n\r\n\r\n<script src=\"https:\/\/fast.wistia.com\/embed\/medias\/ho6x7r3jzo.jsonp\" async><\/script><script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><div class=\"wistia_responsive_padding\" style=\"padding:62.5% 0 0 0;position:relative;\"><div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\"><span class=\"wistia_embed wistia_async_ho6x7r3jzo popover=true popoverAnimateThumbnail=true videoFoam=true\" style=\"display:inline-block;height:100%;position:relative;width:100%\">&nbsp;<\/span><\/div><\/div>","protected":false},"author":47,"featured_media":4578,"template":"","thought_leadership_cat":[95,92,91],"class_list":["post-4577","thought_leadership","type-thought_leadership","status-publish","has-post-thumbnail","hentry","thought_leadership_cat-advisor-perspectives","thought_leadership_cat-client-experience","thought_leadership_cat-practice-management"],"acf":{"left_sidebar_ads":false,"right_sidebar_ads":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Webinar Replay: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning - eMoney Advisor<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Webinar Replay: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning - eMoney Advisor\" \/>\n<meta property=\"og:description\" content=\"Learn how you can drive growth by delivering interactive, personalized planning experiences that\u00a0satisfy\u00a0clients and\u00a0streamline\u00a0workflows. Watch the webinar below to hear from Jake Lynch, Chief Business Officer at Adviser Investments, and Jim Finegan, Manager of Advisor Sales at eMoney Advisor, as they discuss how after adopting eMoney, Adviser Investments has gained $118 million in new AUM, [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney Advisor\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/eMoneyAdvisor\/\" \/>\n<meta property=\"article:modified_time\" content=\"2021-05-10T16:26:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/09\/Advisors_faceless_collaborating_with_report-2.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"573\" \/>\n\t<meta property=\"og:image:height\" content=\"360\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@eMoneyAdvisor\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#organization\",\"name\":\"eMoney Advisor\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/\",\"sameAs\":[\"https:\/\/www.instagram.com\/emoney.advisor\/\",\"https:\/\/www.linkedin.com\/company\/emoney-advisor\",\"https:\/\/www.youtube.com\/user\/eMoneyAdvisor\",\"https:\/\/www.facebook.com\/eMoneyAdvisor\/\",\"https:\/\/twitter.com\/eMoneyAdvisor\"],\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/05\/emoney-logo.jpg\",\"contentUrl\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/05\/emoney-logo.jpg\",\"width\":2500,\"height\":808,\"caption\":\"eMoney Advisor\"},\"image\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#\/schema\/logo\/image\/\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#website\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/\",\"name\":\"eMoney Advisor\",\"description\":\"Heart of Advice Blog\",\"publisher\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/emoneyadvisor.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/#primaryimage\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/09\/Advisors_faceless_collaborating_with_report-2.jpg\",\"contentUrl\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/09\/Advisors_faceless_collaborating_with_report-2.jpg\",\"width\":573,\"height\":360},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/#webpage\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/\",\"name\":\"Webinar Replay: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning - eMoney Advisor\",\"isPartOf\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/#primaryimage\"},\"datePublished\":\"2019-07-24T17:05:00+00:00\",\"dateModified\":\"2021-05-10T16:26:09+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Thought Leadership\",\"item\":\"https:\/\/emoneyadvisor.com\/blog\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Webinar Replay: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Webinar Replay: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning - eMoney Advisor","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/","og_locale":"en_US","og_type":"article","og_title":"Webinar Replay: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning - eMoney Advisor","og_description":"Learn how you can drive growth by delivering interactive, personalized planning experiences that\u00a0satisfy\u00a0clients and\u00a0streamline\u00a0workflows. Watch the webinar below to hear from Jake Lynch, Chief Business Officer at Adviser Investments, and Jim Finegan, Manager of Advisor Sales at eMoney Advisor, as they discuss how after adopting eMoney, Adviser Investments has gained $118 million in new AUM, [&hellip;]","og_url":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/","og_site_name":"eMoney Advisor","article_publisher":"https:\/\/www.facebook.com\/eMoneyAdvisor\/","article_modified_time":"2021-05-10T16:26:09+00:00","og_image":[{"width":573,"height":360,"url":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/09\/Advisors_faceless_collaborating_with_report-2.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_site":"@eMoneyAdvisor","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Organization","@id":"https:\/\/emoneyadvisor.com\/blog\/#organization","name":"eMoney Advisor","url":"https:\/\/emoneyadvisor.com\/blog\/","sameAs":["https:\/\/www.instagram.com\/emoney.advisor\/","https:\/\/www.linkedin.com\/company\/emoney-advisor","https:\/\/www.youtube.com\/user\/eMoneyAdvisor","https:\/\/www.facebook.com\/eMoneyAdvisor\/","https:\/\/twitter.com\/eMoneyAdvisor"],"logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/05\/emoney-logo.jpg","contentUrl":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/05\/emoney-logo.jpg","width":2500,"height":808,"caption":"eMoney Advisor"},"image":{"@id":"https:\/\/emoneyadvisor.com\/blog\/#\/schema\/logo\/image\/"}},{"@type":"WebSite","@id":"https:\/\/emoneyadvisor.com\/blog\/#website","url":"https:\/\/emoneyadvisor.com\/blog\/","name":"eMoney Advisor","description":"Heart of Advice Blog","publisher":{"@id":"https:\/\/emoneyadvisor.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/emoneyadvisor.com\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/#primaryimage","url":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/09\/Advisors_faceless_collaborating_with_report-2.jpg","contentUrl":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/09\/Advisors_faceless_collaborating_with_report-2.jpg","width":573,"height":360},{"@type":"WebPage","@id":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/#webpage","url":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/","name":"Webinar Replay: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning - eMoney Advisor","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/#primaryimage"},"datePublished":"2019-07-24T17:05:00+00:00","dateModified":"2021-05-10T16:26:09+00:00","breadcrumb":{"@id":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-learn-how-adviser-investments-drove-1000-growth-in-financial-planning\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Thought Leadership","item":"https:\/\/emoneyadvisor.com\/blog\/blog\/"},{"@type":"ListItem","position":2,"name":"Webinar Replay: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning"}]}]}},"_links":{"self":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/thought_leadership\/4577","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/thought_leadership"}],"about":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/types\/thought_leadership"}],"author":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/users\/47"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/media\/4578"}],"wp:attachment":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/media?parent=4577"}],"wp:term":[{"taxonomy":"thought_leadership_cat","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/thought_leadership_cat?post=4577"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}