Live Webinar - Thursday, April 2 from 2:00 - 3:00 p.m. ET
Scaling Financial Planning for Greater Client Impact (1 CFP® CE Credit)
As client expectations rise and the demand for truly comprehensive financial guidance continues to grow, planners are challenged to deliver deeper insights and more meaningful recommendations—without compromising quality or the personalized experience clients value.
Scaling Financial Planning for Greater Client Impact explores how a modern, thoughtfully designed planning process can help you serve more households while elevating the relevance, clarity, and consistency of your advice. Rather than focusing on firm operations, this session centers on how enhanced planning methods and supportive technology can strengthen client understanding, engagement, and confidence.
You’ll learn practical approaches to creating a more repeatable and insightful planning experience—approaches that help you spend more time in conversation, less time in preparation, and ultimately increase the number of clients who can benefit from high‑quality financial planning. We’ll discuss how to use planning tools to bring scenarios to life, how structured planning conversations can deepen trust, and how to deliver guidance that remains both scalable and deeply personal.
This session will leave you with strategies to enable you to broaden your reach, enrich every planning interaction, and make a greater impact on more clients’ financial lives.
Speakers
Joe Buhrmann, MBA, CFP®, CLU®, ChFC®
Advisory Financial Planning Practice Management Consultant
eMoney
As client expectations rise and the demand for truly comprehensive financial guidance continues to grow, planners are challenged to deliver deeper insights and more meaningful recommendations—without compromising quality or the personalized experience clients value.
Scaling Financial Planning for Greater Client Impact explores how a modern, thoughtfully designed planning process can help you serve more households while elevating the relevance, clarity, and consistency of your advice. Rather than focusing on firm operations, this session centers on how enhanced planning methods and supportive technology can strengthen client understanding, engagement, and confidence.
You’ll learn practical approaches to creating a more repeatable and insightful planning experience—approaches that help you spend more time in conversation, less time in preparation, and ultimately increase the number of clients who can benefit from high‑quality financial planning. We’ll discuss how to use planning tools to bring scenarios to life, how structured planning conversations can deepen trust, and how to deliver guidance that remains both scalable and deeply personal.
This session will leave you with strategies to enable you to broaden your reach, enrich every planning interaction, and make a greater impact on more clients’ financial lives.
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