The Advisor Learning Journey – Part 1

The Fintech industry and financial planning industry as a whole is very dynamic. Financial planners don’t just adopt new technology—they go through an ongoing journey of learning and relearning. In the first part of a broader Advisor Learning Journey series of episodes, Senior Training Specialist Zac Gates, ChFC®, shares the different ways that eMoney subscribers can stay current on the platform’s enhancements and capabilities. Tune in to hear more about the educational and training resources available in eMoney that will propel advisors throughout this continuous learning process.