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eBook

Precision in Planning

Creating Better Client Outcomes with Personalized, Data-driven Financial Planning

Financial planners looking to grow their business and discover new ways to differentiate their offerings can do so by delivering personalized plans to clients across the financial planning spectrum.

Our Beyond the Plan research found that although 86 percent of advisors recognize the importance of personalization in financial planning, only 27 percent of clients report experiencing a genuinely personalized process.1

In this eBook we dive into ways to personalize a financial plan, how to leverage client data, and provide useful tactics to promote personalization at scale.

Download our eBook to learn more about using data to improve client outcomes and establish deeper relationships.

1 eMoney Beyond the Plan Research Study, June 2023, n=1,507

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.
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