
Beyond the Plan
Join us virtually from October 16-18 to learn how to enhance your value as a financial professional and provide the personalized experiences clients are seeking while unlocking your full potential as a trusted partner.
Beyond the Plan
As client expectations continue to expand, financial professionals must evolve to ensure the value they offer keeps pace. No matter where the client is on their financial journey, having the capability to understand and adapt to their financial planning needs is crucial. By exploring the space beyond the plan—where technology, financial psychology, and commitment to service meet—advisors can enhance their value and provide the personalized experiences their clients are seeking while unlocking their full potential as a trusted financial partner.

Pricing Options
Individual Registration
PRICE
$500 per person!
We’re excited to see you for the 2023 summit!
Show Me Individual RegistrationFirm Registration
AS LOW AS
$160 per person!
(price decreases the more registrations you purchase)!
We’re offering discounted pricing to firms who plan to register 25 or more people.
Contact Us for Firm Registration2022 Attendee Testimonials
The virtual experience with the mini fast paced training on what the software can do was very helpful. Love that there was mini training on all the various planning topics. Very well organized.”
What I enjoyed most about the eMoney Summit was the speakers that spoke about how to keep existing clients and gain the clients friends and family. Also, how to stand out from other companies and advisors.”
I liked the Proprietary Research on Consumer Expectations panel discussion. It’s great to see what our clients and potential prospects are looking for.”
Although a power user, every session gave me something new and I appreciate it.”
How do you plan to go beyond?
Register now and don’t miss out!
Sponsorship
Become a sponsor of this popular event and increase your brand equity among RIA’s, broker-dealers, banks, and insurance companies.
Opportunities are available to join our valued sponsors. Contact advisorsummit@emoneyadvisor.com




