Workflow Toolkit

3 Workflows for a More Efficient Financial Planning Process

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Streamline Your Planning Process

Financial planning can be complex, involving many client touchpoints, numerous document transfers, and unique needs for each client. Whether dealing with straightforward retirement goals or intricate lifestyle and legacy planning, a clear, structured approach is crucial for creating an efficient process.

These three workflows will help simplify the planning process. By leveraging these techniques, you’ll create more effective financial plans and build stronger, more engaged relationships with your clients.

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Guide

A Simple Client Acquisition Workflow for Financial Advisors

A streamlined client acquisition workflow is vital for financial advisors who want to stay organized, manage time efficiently, and create a consistent prospect and client experience. This workflow outlines six easy steps to help you optimize your process.

Guide

Financial Fact-finding Strategies to Kick-start Planning Relationships

Every financial planning relationship starts with a data-gathering stage. This is often a complex, slow, and manual process. However, efficient workflows can help streamline fact-finding and engage your clients in the planning process, whether they prefer hands-on help or a DIY approach.

Guide

The Quickest Path to Delivering an Initial Financial Plan

Every client has unique goals and the most efficient path to plan delivery depends first and foremost on the complexity of their situation. While every financial professional has their own way of approaching this, these two scenarios within the workflow can be used as a starting point.

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.