Guide
Prioritizing Discovery and Relationship Building
A Financial Planner’s Complete Guide to Onboarding, Uncovering Values, and Starting Productive Relationships
The beginning of a financial planning relationship can be fraught with paperwork, data entry, and manual processes. However, this point of the engagement is critical for establishing a productive, long-term relationship with clients. This learning guide will walk you through how to optimize, digitize, and systematize these processes to increase efficiency and improve the client’s experience.
In this guide, you’ll learn:
- Efficient onboarding workflows
- How to uncover client goals and values
- Client segmentation tactics that improve engagement
- How to facilitate safe spaces for money conversations
- The importance of talking about privacy
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.
