Tuesday, January 19 at 2:00 p.m. ET Hear from Gregory Furer, CEO of Beratung Advisors, as he shares his method for building and presenting financial plans in a way that supports the type of client experience that helped Beratung grow their AUM by 500%.
RADNOR, Pa. – August 15, 2019 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, is thrilled to welcome back Abby Johnson, Chairman and CEO of Fidelity Investments, eMoney’s parent company, as a Summit keynote speaker for the second consecutive year. The theme of this year’s Summit is “The Heart of Advice,” focusing on the core of what makes a truly exceptional client experience by marrying the emotional and psychological elements of behavioral finance with the scientific, data-driven aspects of wealth management. In coordination with this theme, Mike Durbin, Head of Fidelity Institutional will share perspectives on the wealth management industry and how firms can align for growth in a session titled “Mapping the Future of the Advice Industry.” Immediately following Durbin’s session on Monday, Oct. 14, Johnson will join him on stage for a fireside chat along with eMoney CEO Ed O’Brien.
“Abby Johnson is one of the most successful and respected leaders in financial services, and we’re honored to have her return to the eMoney Summit,” said eMoney CEO Ed O’Brien. “Her participation in the discussion alongside Mike is a rare opportunity for attendees to learn directly from these industry trailblazers. I know both Abby and Mike believe in the power of planning and are strong advocates for eMoney. So, it will be an exciting experience for attendees to hear from them first-hand, not only about the future of the industry but also how eMoney plays an important role in it. “
The eMoney Summit, a three-day event beginning Monday, Oct. 14, through Wednesday, Oct. 16, is an opportunity for the industry’s top planning-led financial professionals to gather, explore and learn how they can take their client experience to the next level. More than 1,300 attendees are expected for this year’s Summit, which will take place at the newly opened Fairmont Hotel in Austin, Texas.
In addition to Johnson and Durbin’s sessions, attendees can explore a dynamic group of keynote presentations from renowned researchers and business leaders, including:
To view the entire agenda, get more information about the Summit or to register, please visit https://info.emoneyadvisor.com/summit-2019#agenda.
For real-time updates on the Summit, follow eMoney on Twitter (https://twitter.com/eMoneyAdvisor) or search the hashtag #eMoneySummit19.
About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 60,000 financial professionals across firms of all sizes use the eMoney platform to serve nearly 4 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.