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%.
eMoney is honored to be named by LPL Financial as the Top Financial Planning Domain Owner in LPL’s Vendor Affinity Program for the second consecutive year. The program is an initiative designed to help advisors reduce the complexity and costs associated with running their businesses. The program offers products and services from a centralized repository of carefully vetted and approved vendors to LPL advisors.
Each year, LPL, the nation’s largest independent broker-dealer surveys it’s more than 15,000 financial advisors about the 75 vendors currently in the Affinity Program. Its survey says: eMoney was selected by LPL’s advisors as having the most impact on their businesses compared to the other vendors within the financial planning domain.
As eMoney continues to lead through innovation, our defining principle remains the same: An unwavering dedication to helping financial professionals, like those at LPL, and their clients achieve success through increased efficiencies, scale, a competitive edge and business growth.
The success of LPL’s advisors is an incredible reminder as to why the entire eMoney team remains committed to providing innovative wealth management solutions to our over 50,000 users and the 2.1 million end-clients they serve on the eMoney platform.
Thank you to the advisors of LPL Financial in your continued confidence in eMoney!