{"id":4075,"date":"2023-12-01T20:49:50","date_gmt":"2023-12-01T20:49:50","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=4075"},"modified":"2026-01-12T19:33:19","modified_gmt":"2026-01-12T19:33:19","slug":"ebook-using-the-data-you-have-to-evolve-your-business-and-client-relationships","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/ebook-using-the-data-you-have-to-evolve-your-business-and-client-relationships\/","title":{"rendered":"eBook: Using the Data You Have to Evolve Your Business and Client Relationships"},"content":{"rendered":"<div data-lineheight=\"1.5\">Introducing financial planning into your practice or expanding the planning you are already doing is a powerful way to grow your business.<\/div>\n<div data-lineheight=\"1.5\">Check out our eBook, <em>From Portfolio Manager to Financial Planner Using the Data You Have to Evolve Your Business and Client Relationships<\/em>, to learn how to maximize the client data you have and leverage it to make more personalized, informed recommendations.<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Introducing financial planning into your practice or expanding the planning you are already doing is a powerful way to grow your business. Check out our eBook, From Portfolio Manager to Financial Planner Using the Data You Have to Evolve Your Business and Client Relationships, to learn how to maximize the client data you have and [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":4076,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[25,24,29,30],"tags":[],"class_list":["post-4075","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-best-practices","category-engagement","category-growth","category-planning"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>eBook: Using the Data You Have to Evolve Your Business and Client Relationships - eMoney<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"eBook: Using the Data You Have to Evolve Your Business and Client Relationships - eMoney\" \/>\n<meta property=\"og:description\" content=\"Introducing financial planning into your practice or expanding the planning you are already doing is a powerful way to grow your business. 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