Live Webinar - Thursday, July 9, 2026, 2:00 p.m. - 3:00 p.m. ET
Turning Transparency into Trust: How Client Portals Power Better Planning (1 CFP® CE Credit)
Client portals have become one of the most powerful tools for deepening client relationships, driving better planning outcomes, and fueling practice growth. Still, their true value lies in how advisors use them to foster collaboration, transparency, and trust.
This session explores how the latest advancements in client portal technology can transform the planning experience, simplify clients’ financial lives, and give them a 360-degree view of their financial picture.
For eMoney users, we’ll touch on how features like the Organizer, My Plans Page, and Vault enhance everyday client engagement, and how Premium Client Portal capabilities, including the customizable home page, Explore Mode, and mobile app, elevate the experience even further.
Attendees will leave with practical strategies on using the client portal to strengthen engagement, communicate financial goals more effectively, and build relationships that drive lasting business growth.
Speakers
Brandon Tucker, CFP®
Advisory Financial Planning Practice Management Consultant
eMoney
Client portals have become one of the most powerful tools for deepening client relationships, driving better planning outcomes, and fueling practice growth. Still, their true value lies in how advisors use them to foster collaboration, transparency, and trust.
This session explores how the latest advancements in client portal technology can transform the planning experience, simplify clients’ financial lives, and give them a 360-degree view of their financial picture.
For eMoney users, we’ll touch on how features like the Organizer, My Plans Page, and Vault enhance everyday client engagement, and how Premium Client Portal capabilities, including the customizable home page, Explore Mode, and mobile app, elevate the experience even further.
Attendees will leave with practical strategies on using the client portal to strengthen engagement, communicate financial goals more effectively, and build relationships that drive lasting business growth.
About eMoney
