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Case Study

A Time-tested Process for Scaling Financial Planning with eMoney

Get a step-by-step look at how one advisor scales holistic planning.

THE GOAL

When Greg Furer founded Beratung Advisors, he was eager to provide a higher level of dynamic, comprehensive financial planning. He already knew eMoney was the tool he needed to do this and began connecting with other professionals who used eMoney.

Greg VIdeo

 

Their mission is to “Own the 412″—the Pittsburgh area code—representative of their goal to impact 4,000 lives and achieve $10 million in revenue with a team of 20 CFP® professionals. At the core of this mission is Furer’s work to establish a scalable, repeatable planning process in eMoney. A process that will allow him to connect with clients on a deeper level while holding engaging, interactive planning discussions about their future.

A big portion of our value proposition is eMoney. We believe that when we are better, our clients’ lives are better. And the best tool we found to do that is eMoney. It helps our clients to truly make informed financial decisions.” – Greg Furer

THE SOLUTION

eMoney plays a vital role in a planning process that engages clients’ innermost motivations.

“We want to know a client’s values, goals, and what it means to live a fulfilling life,” says Furer. “We use Base Facts in eMoney to understand the person in front of us. It’s one of the features that sets eMoney apart.”

Furer uses the Client Onboarding, Goals, and Financial Priorities tools within Base Facts to quickly gather and present data to clients. This streamlines the most time-consuming parts of the planning process. It also allows him to organize all of a client’s data in one place—which creates a powerful moment of clarity.

A big portion of our value proposition is eMoney. We believe that when we are better, our clients’ lives are better. And the best tool we found to do that is eMoney. It helps our clients to truly make informed financial decisions.” – Greg Furer, Founder

THE RESULT

Furer’s use of eMoney has resulted in an efficient planning process that cuts to the core of what clients want to achieve and keeps them focused on those priorities throughout the relationship.

“eMoney makes things easy for clients,” Furer says. “It clearly illustrates where they are today and what decisions they need to make to get to their preferred future. That’s what financial planning is all about.”

Beratung Advisors Stats

While eMoney has helped Furer and the team build lifelong client relationships, it’s also yielded robust firm growth, including a 600+ percent AUM increase between 2016 and 2023. They doubled planning revenue in 2022 and are on track to double planning revenue again in 2023, with every client having a comprehensive financial plan by the end of 2024.

“If you’re going to do holistic financial planning, the kind that’s truly impactful for clients, you have to make it scalable to be profitable,” says Furer. “We’ve built our process around eMoney for exactly that reason.”

About eMoney Advisor, LLC

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 106,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.8 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
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