On Demand

Connecting Clients to Their Plan: A Deeper Look at Engagement Strategies

Engagement with our clients is crucial for maintaining and strengthening the planner-client connection. In this session, we will discuss personalized communication techniques related to financial psychology and research on technology-forward financial planning. We’ll also examine how technology can be incorporated into an engaging client experience, and demonstrate an example of a tech-enabled client-advisor interaction.

*CFP Credits not applicable for viewing the recording

Speakers

Sasha Grabenstetter, AFC®, BFA™

Senior Financial Planning Education Consultant

eMoney

Michelle Riiska, ChFC®

Senior Financial Planning Product and Research Consultant

eMoney

*CFP Credits not applicable for viewing the recording

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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.