{"id":5432,"date":"2021-02-02T21:11:58","date_gmt":"2021-02-02T21:11:58","guid":{"rendered":"https:\/\/emoneyadvisor.com\/?post_type=thought_leadership&#038;p=5432"},"modified":"2021-03-09T19:43:25","modified_gmt":"2021-03-09T19:43:25","slug":"webinar-series-do-more-planning","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/webinar-series-do-more-planning\/","title":{"rendered":"Webinar Series: Do More Planning"},"content":{"rendered":"<p>By now you probably understand financial planning\u2019s value to both you and your clients. Now hear from a peer who has seen success through doing more planning.<\/p>\n<p>Gregory Furer, CFP\u00ae, CRPC\u00ae, CEO of Beratung Advisors, alongside the eMoney team, created a webinar series to share and show how his firm offered more planning to more clients through a scalable and effective process. This led his firm to a <strong>500% increase in AUM.<\/strong> We covered best practices on selling the value of financial planning as well as actionable guidance to help you advance your financial planning process.<\/p>\n<h4>CHECK OUT THE SERIES HERE:<\/h4>\n<h5>Part 1 &#8211; <a href=\"https:\/\/emoneyadvisor.wistia.com\/medias\/bma77vvmpq\" target=\"_blank\" rel=\"noopener noreferrer\">Do More Planning: Here&#8217;s How<\/a><\/h5>\n<h5>Part 2 &#8211; <a href=\"https:\/\/emoneyadvisor.wistia.com\/medias\/jnze9gmujb\" target=\"_blank\" rel=\"noopener noreferrer\">Do More Planning: Start Now<\/a><\/h5>\n<h5>Part 3 &#8211; <a href=\"https:\/\/emoneyadvisor.wistia.com\/medias\/1lwppthjzb\" target=\"_blank\" rel=\"noopener noreferrer\">Do More Planning: Presenting the Plans<\/a><\/h5>\n<h5>Part 4 &#8211; <a href=\"https:\/\/emoneyadvisor.wistia.com\/medias\/r0xbn2zlzj\" target=\"_blank\" rel=\"noopener noreferrer\">Do More Planning: Scaling for Success<\/a><\/h5>\n<h5><\/h5>\n<p>&nbsp;<\/p>\n<h5><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-5588 aligncenter\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2021\/02\/29524912-7581-43c8-94e2-51fcc68a5197_greg-and-steve-headshots-new-300x227.png\" alt=\"\" width=\"300\" height=\"227\" srcset=\"https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2021\/02\/29524912-7581-43c8-94e2-51fcc68a5197_greg-and-steve-headshots-new-300x227.png 300w, https:\/\/emoneyadvisor.com\/blog\/wp-content\/uploads\/2021\/02\/29524912-7581-43c8-94e2-51fcc68a5197_greg-and-steve-headshots-new.png 490w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/h5>\n","protected":false},"author":47,"featured_media":5433,"template":"","thought_leadership_cat":[94],"class_list":["post-5432","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 Series: Do More 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-series-do-more-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Webinar Series: Do More Planning - eMoney Advisor\" \/>\n<meta property=\"og:description\" content=\"By now you probably understand financial planning\u2019s value to both you and your clients. 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