I recently had the pleasure of hosting a webinar with Greg Furer CFP\u00ae,CRPC\u00ae, CEO and Founder of Beratung Advisors. In the webinar, Greg shares with viewers his proven process for developing holistic financial plans in eMoney.<\/p>\n
Greg\u2019s process over the last several years has resulted in 600+% AUM growth, as well as 176% planning revenue growth between 2021 and 2022, with revenue set to double once again in the near future. You can review his proven process in the on-demand webinar here<\/a>.<\/p>\n Following the webinar, we fielded a number of great questions from the audience. We didn\u2019t have time to address each one, so below you\u2019ll find a response to some common themes we saw.<\/p>\n Research from eMoney shows that clients who frequently use their client portal see better outcomes in terms of motivation, loyalty, trust, overall satisfaction, and number of times they refer their advisor.1<\/sup> Getting clients interested in their portal<\/a> is an essential part of establishing a productive relationship.<\/p>\n When you position the portal to clients, be aware of the value proposition you\u2019re communicating. The most desired feature in a client portal, according to our research, is the ability to see everything in one place. Be sure to communicate the way in which clients can do this, and how it will benefit them, as well as the fact that they will need to connect all of their accounts to get started.<\/p>\n Watch my demo video to see how you can get clients using their client portal.<\/p>\nHow Do You Get Clients to Embrace the Client Portal?<\/strong><\/h2>\n