{"id":5229,"date":"2020-12-23T20:54:15","date_gmt":"2020-12-23T20:54:15","guid":{"rendered":"https:\/\/emoneyadvisor.com\/?post_type=thought_leadership&p=5229"},"modified":"2021-07-29T19:01:26","modified_gmt":"2021-07-29T19:01:26","slug":"webinar-do-more-planning-presenting-the-plans","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/webinar-do-more-planning-presenting-the-plans\/","title":{"rendered":"Webinar Replay: Do More Planning\u2014Presenting the Plans"},"content":{"rendered":"

Back by popular demand, Gregory Furer, CFP\u00ae, CRPC\u00ae, CEO at Beratung Advisors, is joining the eMoney team for another webinar to go deeper on how his firm offered more planning to more clients through a scalable and effective process.<\/p>\n

In\u00a0part 1<\/a>, Greg shared effective tips for educating new and existing clients on the value of financial planning. In\u00a0part 2<\/a>\u00a0he provided actionable guidance to help you efficiently engage clients to capture their financial information and objectives.<\/p>\n

In part 3<\/a>, Greg shares his method how to build and how to present a financial plan in a way that supports the type of client experience that helped Beratung grow their AUM by 500%.<\/p>\n

<\/a><\/p>\n","protected":false},"author":47,"featured_media":5232,"template":"","thought_leadership_cat":[94],"class_list":["post-5229","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":"\nWebinar Replay: How to Present a Financial Plan<\/title>\n<meta name=\"description\" content=\"When you are able to offer more planning to more clients it's important to understand how to present a financial plan.\" \/>\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-do-more-planning-presenting-the-plans\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Webinar Replay: How to Present a Financial Plan\" 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