On Demand
Proven Processes for Building Holistic Financial Plans in eMoney
Take an in-depth look at the four strategic pillars that define success for firms and enterprises.
As the demand for holistic financial advice continues to surge, it’s crucial for your firm to stay ahead of the curve. We understand the challenges you face in providing comprehensive plans that meet your clients’ needs. In this on-demand webinar we speak with Greg Furer, CEO of Beratung Advisors, who shares his firm’s secrets to achieving remarkable 500+% AUM growth through holistic planning using eMoney.
During this session, Furer will address the common barriers that many firms encounter, including the collection of necessary information, time constraints in plan development and maintenance, and engaging clients in this innovative approach.
Speakers
Greg Furer, CFP®, CRPC®
CEO
Beratung Advisors
Chris Mauriello
Senior Financial Planning Practice Management Consultant
eMoney Advisor
Take an in-depth look at the four strategic pillars that define success for firms and enterprises.
As the demand for holistic financial advice continues to surge, it’s crucial for your firm to stay ahead of the curve. We understand the challenges you face in providing comprehensive plans that meet your clients’ needs. In this on-demand webinar we speak with Greg Furer, CEO of Beratung Advisors, who shares his firm’s secrets to achieving remarkable 500+% AUM growth through holistic planning using eMoney.
During this session, Furer will address the common barriers that many firms encounter, including the collection of necessary information, time constraints in plan development and maintenance, and engaging clients in this innovative approach.
About eMoney
