eMoney Advisor Announces Agenda for Fourth Annual Advisor Summit Themed “Plan It Forward”

eMoney Launches Lead Capture, a an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts.

This year’s Summit is expected to draw more than 600 attendees, feature multiple keynote speakers, host 75 sessions and provide 22 hours of training. The Summit will present a fresh approach to financial planning focused on this year’s theme, “Plan It Forward,” anchored by the concept that the financial plans advisors build for clients affect far more than just their finances.

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