Wednesday, January 27 at 2:00 p.m. ET In part 1 of a 3 part series you'll see how financial planning and marketing work together to grow your business, engage clients, and maintain strong relationships.
See how eMoney can simplify your clients' financial lives, streamline the financial process, and maximize your value.
Offer your advisors both the simple and sophisticated planning solutions to support the evolving planning needs of their clients.
Advisors can efficiently track client behavior to provide excellent planning services, while firm-level analytics help you benchmark performance and pinpoint opportunities for growth.