Webinar Replay: Foundational Planning – See How to Deliver More Plans to More Clients


Financial planning is increasingly a primary source of value for advisors. But when 72 percent of advisors claim that creating a new financial plan is long and tedious process¹, how can you create value by meeting your client’s dynamic planning needs at scale?

Foundational Planning is eMoney’s newest planning solution, designed to help you deliver more plans to more clients.

Watch the webinar below to see how it can help you:

  • Streamline the conversation through a consolidated end-to-end planning experience, from data gathering through plan presentation.
  • Improve the client experience by deepening engagement through interactive planning that focuses on retirement, spending, and education goals.
  • Scale your planning across your client base through a single platform that serves a variety of planning needs.

¹Cerulli Associates, The New Generation of Planning, 2017

Alyssa Lewis

Written By

Alyssa Lewis is an Event Specialist at eMoney Advisor.