On Demand

How to Meet Future Client Needs with Financial Advice (1 CFP® CE Credit*)

As the financial services industry evolves, people are placing more emphasis on the advice you provide. Clients want an advisor who will answer questions, support them in reaching their goals, and provide peace of mind, especially when markets are volatile. Financial advisors are beginning to incorporate hyper-personalization efforts in their client experience to meet this need.

Putting this into action presents challenges, including how to position advice when clients are stressed, navigating emotional decisions, and making the experience repeatable for others.

*CFP Credits not applicable for viewing the recording

Speakers

Michelle Riiska, ChFC®

Financial Planning Product & Research Consultant

eMoney Advisor

Doug Lennick

Author, CEO, and Co-Founder

think2perform

Ryan Goulart

COO & President, Marketing and Products

think2perform

Putting this into action presents challenges, including how to position advice when clients are stressed, navigating emotional decisions, and making the experience repeatable for others.

*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.