Live Webinar - Tuesday, August 25, 2026, 2:00 p.m. - 3:00 p.m. ET
The Modern Review Meeting: From Looking Back to Planning Forward
Most client review meetings spend too much time explaining the past and not enough time preparing for the future. Yet the question clients really want answered isn’t, “How did my portfolio perform?” It’s, “Am I still on track?”
Join eMoney’s Joe Buhrmann, MBA, CFP®, CLU®, ChFC®, as he shares a modern framework for delivering more meaningful client experiences, one that prioritizes clarity, confidence, and progress toward goals over performance reporting alone.
During the session, you’ll learn how to:
- Move beyond traditional performance reviews to forward-looking planning conversations.
- Create a repeatable meeting framework that combines consistency with personalization.
- Use interactive planning tools to help clients visualize decisions and understand tradeoffs in real-time.
- Deliver clear next steps and ongoing value that extend beyond the annual review.
You’ll leave with practical ideas and a live demonstration of how today’s leading advisors are redefining the client review meeting.
Speakers
Joe Buhrmann, MBA, CFP®, CLU®, ChFC®
Advisory Financial Planning Practice Management Consultant
eMoney
Most client review meetings spend too much time explaining the past and not enough time preparing for the future. Yet the question clients really want answered isn’t, “How did my portfolio perform?” It’s, “Am I still on track?”
Join eMoney’s Joe Buhrmann, MBA, CFP®, CLU®, ChFC®, as he shares a modern framework for delivering more meaningful client experiences, one that prioritizes clarity, confidence, and progress toward goals over performance reporting alone.
During the session, you’ll learn how to:
- Move beyond traditional performance reviews to forward-looking planning conversations.
- Create a repeatable meeting framework that combines consistency with personalization.
- Use interactive planning tools to help clients visualize decisions and understand tradeoffs in real-time.
- Deliver clear next steps and ongoing value that extend beyond the annual review.
You’ll leave with practical ideas and a live demonstration of how today’s leading advisors are redefining the client review meeting.
About eMoney
