{"id":4608,"date":"2020-08-05T19:25:01","date_gmt":"2020-08-05T19:25:01","guid":{"rendered":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-applying-the-financial-planning-process-throughout-the-client-lifecycle\/"},"modified":"2021-02-03T15:39:06","modified_gmt":"2021-02-03T15:39:06","slug":"webinar-replay-applying-the-financial-planning-process-throughout-the-client-lifecycle","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-applying-the-financial-planning-process-throughout-the-client-lifecycle\/","title":{"rendered":"Webinar Replay: Applying the Financial Planning Process Throughout the Client Lifecycle"},"content":{"rendered":"

The seven-step financial planning process provides a complete workflow for establishing productive, long-term relationships. This structure creates a truly engaging environment where advisors and clients can effectively collaborate on their plans.<\/p>\n

Watch the\u00a0webinar<\/a>\u00a0<\/strong>below to hear from Brandon Heid, CFP\u00ae and Brett Tharp, CFP\u00ae from eMoney\u2019s Financial Planning Group, as they discuss how to best leverage eMoney at each step of the planning process and each stage of the client lifecycle to efficiently and comprehensively serve your clients through all the stages of their financial lives.<\/p>\n

*CE credit is not awarded for watching the replay<\/em><\/p>\n

https:\/\/emoneyadvisor.wistia.com\/medias\/zyaxqcm8te<\/a><\/p>\n","protected":false},"author":47,"featured_media":4612,"template":"","thought_leadership_cat":[95,94],"class_list":["post-4608","thought_leadership","type-thought_leadership","status-publish","has-post-thumbnail","hentry","thought_leadership_cat-advisor-perspectives","thought_leadership_cat-financial-planning"],"acf":{"left_sidebar_ads":false,"right_sidebar_ads":false},"yoast_head":"\nApplying the Financial Planning Process Through the Client Lifecycle | eMoney Advisor<\/title>\n<meta name=\"description\" content=\"Learn how to plan for every stage of a client's financial lifecycle in our webinar on the seven step financial planning process.\" \/>\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-applying-the-financial-planning-process-throughout-the-client-lifecycle\/\" 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