Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Engagement - Growth - Best Practices - Planning
Date Sent: N/A
Audience: All users / Non-users | Learn more about audiences
Description/Overview:
Financial planning has real, tangible value. Yet communicating that value as the planning process becomes more complex and personalized can be a daunting task. Share this eBook as a guide to talking about the value a financial planner represents in this newest evolution of advice. Drawing on the latest research, we explore different advisor personas and how you can shape the
narrative, whether you’re an advocate for planning within your organization or communicating directly with clients and prospects.
What's included:
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.