eMoney Advisor Introduces the “FlexGen,” A New Generation of Planning-Led Advisors

To determine the attitudinal differences and practices driving change in the industry, Fidelity surveyed 458 financial advisors using a survey co-developed with eMoney. Of the advisors surveyed, 45 percent shared characteristics that eMoney and Fidelity identify as “FlexGen.” These advisors are adaptable, future-ready, focused on delivering a great client experience, and utilizing technology more often to achieve these goals.

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Best Practices: Mastering the Digital Marketing Funnel

While you’re probably familiar with the traditional sales funnel, are you an expert in the digital marketing funnel? If not, don’t worry. Advisors who focus exclusively on moving prospects through the sales funnel can miss opportunities to build trust with them before that important first conversation. But how do you facilitate these moments before you’ve even made contact? Today’s…

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