Advisor Chat: The Butterfly Effect of Cash Flow Planning Software

The Client Portal is the face of Beratung Advisors’ business. Learn how this team of Advisors uses this and other eMoney features to create an interactive and informed planning experience for Clients. With guest Greg Furer, CFP, CRPC, CPFA.

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.