Research
Planning Better Together
The Future of Planning is Collaborative
Research recently conducted by eMoney explores where clients and advisors align and diverge on financial trends, planning collaboration, and technology adoption. The resulting data presented in our research report, “Planning Better Together,” highlights a crucial insight: collaborative financial planning fosters stronger advisor-client relationships and improves outcomes.
Download the report today to explore how collaborative financial planning tactics can lead to more engaged clients and increased referrals.
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.
