On Demand

Financial Planning for Strategic Growth: Balancing the 4 Pillars

Financial planning and technology are inextricably linked for firms working to maintain healthy business growth. But how can you scale the two without losing sight of the other strategic priorities at your firm? From increasing efficiencies to retaining advisor talent, your tech stack can be working harder for you.

This session takes an in-depth look at the four strategic pillars that define success for firms and enterprises. Hear how an integrated, collaborative technology approach can help support your underlying goals.

Watch this session and find answers to:

What are the financial planning strategic pillars and how can you adapt your firm to address them?
How can your tech stack help to retain top talent at your firm and support client and revenue growth?
What are some of the tools and techniques implemented at large financial planning enterprises that have enabled growth at scale?

Speakers

Joe Buhrmann, MBA, CFP®, CLU®, ChFC®

Advisory Financial Planning Practice Management Consultant

eMoney

Chris Mauriello

Senior Financial Planning Practice Management Consultant

eMoney Advisor

Watch this session and find answers to:

What are the financial planning strategic pillars and how can you adapt your firm to address them?
How can your tech stack help to retain top talent at your firm and support client and revenue growth?
What are some of the tools and techniques implemented at large financial planning enterprises that have enabled growth at scale?

Watch Webinar

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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.