On Demand

Elevating Client Experiences: Real-time, Personalized Tools for Meaningful Financial Decisions

Designed for newer users, this session will introduce how Decision Center can elevate client meetings by making financial conversations more interactive, personalized, and impactful. We’ll explore using Decision Center to highlight what matters most and the strategies you can apply immediately to create more engaging and effective client experiences.

*CFP Credits not applicable for viewing the recording

Speakers

Jennifer Rock

Senior Training Specialist

eMoney

Sasha Grabenstetter, AFC®, BFA™

Senior Financial Planning Education 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.