Weekly Training WebEx: Catering Planning to the Average Joe

In part four of this series, we cover common techniques for putting your clients’ minds at ease when in the Needs Analysis and Decision Center area of our system. With a focus on a sample client whose net worth is under one million, we discuss AUM vs. AHA, SSI options, asset allocation strategies, and more.

If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page and select the Webcasts tab.