Guide
Building Client Engagement
Your Firm’s Complete Guide to Engaging Clients in Productive Planning Relationships
Clients who are highly engaged with their financial plan—and their financial planner—see far better outcomes. But getting clients to set goals and act on recommendations can be a challenge.
In this comprehensive learning guide you’ll learn how to better:
- Communicate for engagement
- Educate to improve financial literacy
- Motivate clients to act on advice
- Collaborate for closer relationships
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.
