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On Demand

Proven Processes for Building Holistic Financial Plans in eMoney


Speakers

Greg-Furer

Greg Furer, CFP®, CRPC®

CEO

Beratung Advisors

Chris Mauriello

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 Advisor, LLC

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 106,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.8 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
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