{"id":4644,"date":"2020-07-14T17:57:32","date_gmt":"2020-07-14T17:57:32","guid":{"rendered":"https:\/\/emoneyadvisor.com\/?post_type=thought_leadership&#038;p=4644"},"modified":"2021-08-16T15:52:27","modified_gmt":"2021-08-16T15:52:27","slug":"webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/","title":{"rendered":"Webinar Replay: Discover How a Holistic Financial Planning Approach Can Transform Your Client Relationships"},"content":{"rendered":"<p>Understanding your client\u2019s complete financial life and having the right conversations can move them toward achieving their personal and professional goals. The map to guide them on that path is a financial plan. Holistic financial planning can transform your client relationships.<\/p>\n<p>Watch the\u00a0webinar below to hear from\u00a0<strong>Matt Schulte, Head of Financial Planning at eMoney<\/strong>, as he discusses how a well-integrated technology platform can position you to deliver financial advice and provide a truly holistic experience across your client\u2019s entire life.<\/p>\n<p><script src=\"https:\/\/fast.wistia.com\/embed\/medias\/2d36dwn2o3.jsonp\" async><\/script><script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><\/p>\n<div class=\"wistia_responsive_padding\" style=\"padding: 56.25% 0 0 0; position: relative;\">\n<div class=\"wistia_responsive_wrapper\" style=\"height: 100%; left: 0; position: absolute; top: 0; width: 100%;\">\n<div class=\"wistia_embed wistia_async_2d36dwn2o3 videoFoam=true\" style=\"height: 100%; position: relative; width: 100%;\">\n<div class=\"wistia_swatch\" style=\"height: 100%; left: 0; opacity: 0; overflow: hidden; position: absolute; top: 0; transition: opacity 200ms; width: 100%;\"><img decoding=\"async\" style=\"filter: blur(5px); height: 100%; object-fit: contain; width: 100%;\" src=\"https:\/\/fast.wistia.com\/embed\/medias\/2d36dwn2o3\/swatch\" alt=\"\" aria-hidden=\"true\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"author":47,"featured_media":4647,"template":"","thought_leadership_cat":[94],"class_list":["post-4644","thought_leadership","type-thought_leadership","status-publish","has-post-thumbnail","hentry","thought_leadership_cat-financial-planning"],"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: How Holistic Financial Planning Can Transform Client Relationships | eMoney Advisor<\/title>\n<meta name=\"description\" content=\"Hear from Matt Schulte, Head of Financial Planning at eMoney, as he discusses how holistic planning can provide a better client experience.\" \/>\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-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Webinar: How Holistic Financial Planning Can Transform Client Relationships | eMoney Advisor\" \/>\n<meta property=\"og:description\" content=\"Hear from Matt Schulte, Head of Financial Planning at eMoney, as he discusses how holistic planning can provide a better client experience.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/\" \/>\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=\"2021-08-16T15:52:27+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/10\/holistic-planning-for-client-relationships.png\" \/>\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\/png\" \/>\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-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/#primaryimage\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/10\/holistic-planning-for-client-relationships.png\",\"contentUrl\":\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/10\/holistic-planning-for-client-relationships.png\",\"width\":573,\"height\":360,\"caption\":\"holistic planning for client relationships\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/#webpage\",\"url\":\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/\",\"name\":\"Webinar: How Holistic Financial Planning Can Transform Client Relationships | eMoney Advisor\",\"isPartOf\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/#primaryimage\"},\"datePublished\":\"2020-07-14T17:57:32+00:00\",\"dateModified\":\"2021-08-16T15:52:27+00:00\",\"description\":\"Hear from Matt Schulte, Head of Financial Planning at eMoney, as he discusses how holistic planning can provide a better client experience.\",\"breadcrumb\":{\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Thought Leadership\",\"item\":\"https:\/\/emoneyadvisor.com\/blog\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Webinar Replay: Discover How a Holistic Financial Planning Approach Can Transform Your Client Relationships\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Webinar: How Holistic Financial Planning Can Transform Client Relationships | eMoney Advisor","description":"Hear from Matt Schulte, Head of Financial Planning at eMoney, as he discusses how holistic planning can provide a better client experience.","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-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/","og_locale":"en_US","og_type":"article","og_title":"Webinar: How Holistic Financial Planning Can Transform Client Relationships | eMoney Advisor","og_description":"Hear from Matt Schulte, Head of Financial Planning at eMoney, as he discusses how holistic planning can provide a better client experience.","og_url":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/","og_site_name":"eMoney Advisor","article_publisher":"https:\/\/www.facebook.com\/eMoneyAdvisor\/","article_modified_time":"2021-08-16T15:52:27+00:00","og_image":[{"width":573,"height":360,"url":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/10\/holistic-planning-for-client-relationships.png","type":"image\/png"}],"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-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/#primaryimage","url":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/10\/holistic-planning-for-client-relationships.png","contentUrl":"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2020\/10\/holistic-planning-for-client-relationships.png","width":573,"height":360,"caption":"holistic planning for client relationships"},{"@type":"WebPage","@id":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/#webpage","url":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/","name":"Webinar: How Holistic Financial Planning Can Transform Client Relationships | eMoney Advisor","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/#primaryimage"},"datePublished":"2020-07-14T17:57:32+00:00","dateModified":"2021-08-16T15:52:27+00:00","description":"Hear from Matt Schulte, Head of Financial Planning at eMoney, as he discusses how holistic planning can provide a better client experience.","breadcrumb":{"@id":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/emoneyadvisor.com\/blog\/webinar-replay-discover-how-a-holistic-financial-planning-approach-can-transform-your-client-relationships\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Thought Leadership","item":"https:\/\/emoneyadvisor.com\/blog\/blog\/"},{"@type":"ListItem","position":2,"name":"Webinar Replay: Discover How a Holistic Financial Planning Approach Can Transform Your Client Relationships"}]}]}},"_links":{"self":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/thought_leadership\/4644","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\/4647"}],"wp:attachment":[{"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/media?parent=4644"}],"wp:term":[{"taxonomy":"thought_leadership_cat","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/blog\/wp-json\/wp\/v2\/thought_leadership_cat?post=4644"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}