Wednesday, December 9 at 2:00 p.m. ET Join Jess Liberi, Head of Product, as she shares eMoney's roadmap, which is inspired by your feedback and focused on building solutions to deliver an exceptional client experience.
While many advisors know that digital marketing efforts are important to growing their business, they may not know where to start. A new wave of clients are waiting to be served by financial advisors. But advisors can't reach today's leads and prospects with the same marketing tactics and strategies that worked a decade ago.
Show clients how they can achieve their most important goals. Review their financial plan to collaboratively demonstrate your client's long-term cash flow view. Run thousands of Monte Carlo simulations to track progress toward goals and recommendations you make for your client, as you demonstrate value.
Encourage clients to feel in control of their finances amidst great uncertainty and give them a single view into their whole financial picture. Let them set up investment alerts, interact with their current plan, and access their digital vault to keep data safe so you can keep communicating.