eBook
A Guide to Planning Better Together
Research-based Tactics for Collaborative Financial Planning
Today’s clients are increasingly desiring a more collaborative relationship with their advisors. Our research shows that while 78 percent of clients want to be actively involved in the process of planning, only 19 percent of advisors are completing five key collaborative activities while planning.1
In this eBook, you’ll learn:
- The power of collaborative financial planning
- 5 key collaboration points where client demand outpaces advisor delivery
- The superior results the top 19 percent of collaborative planners are experiencing
- How to strengthen your collaborative approach
You can also get the background research for this eBook by downloading our report 2024 Planning Better Together report. The research dives deep into opportunities for advisor-client collaboration throughout the financial planning process.
1eMoney, “Planning Better Together” Research, October 2024
About eMoney
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 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
