In a replay of our eMoney Summit presentation, we go over all the tax implications of eMoney’s Distribution Center, our comprehensive estate planning tool. Going through several sample clients, we provide some tips and best practices to help you create and present successful estate plans to all your clients.
Financial technology has revolutionized the client experience in the financial services industry much like companies such as Uber and Spotify have completely transformed their respective industries. In this article, you’ll find five ways you can strengthen your firms’ client experience.
Sometimes, illustrating the proper distribution of your client’s estate is a harder task then it needs to be. Luckily, it becomes much easier once you understand eMoney’s asset distribution logic.
In this week’s Training Webinar, we go through the best practices for onboarding clients into the eMoney Application. We discuss self registration, which allows clients to setup their client website on their own time, and eMoney’s new automated onboarding workflow, providing tips on how best to use each feature.
There is an opportunity for advisors–through education and a planning-led approach that emphasizes long-term goals–to convert hesitant millennials into valuable long-term clients. Take it from me—a stubborn millennial—advisors can and should break through to this market. So use the tips below and give it a try, I think you’ll see that the results will be worth it over time.
eMoney Advisor recently announced the launch of its new Onboarding workflow, which aligns with the company’s integrated technology vision aimed at providing a more automated and interactive experience for advisors and their clients. Made available to all eMoney customers in November, Onboarding walks end-clients through a dynamic, automated fact-finding process.
While we prepare to spend Thanksgiving with our families and loved ones, we want to say thank you for your business, thank you for your trust, and thank you for your confidence in what we do.
Optimizing your workflow efficiency takes work. But are you making it more difficult than it should be? Learn how to identify and break the bad habits in your operations so you can elevate your business with fewer restrictions.