Webinar Replay: Rediscovering Your Value Through Planning

In this webinar, learn how a planning-based approach can help you drive sustainable revenues. And hear from Bill Simonet, CFP®, who explains how eMoney has helped his firm triple its financial planning fees.

 

 

TIMESTAMPS OF CONTENT OFFERED IN THE WEBINAR

00:00 Webinar Overview and Introduction

00:57 Industry Trends

04:04 The Rise of Financial Planning

05:26 The Benefits of Financial Planning + Statistics

07:32 Successful Power Planners and their Business Models

17:55 Hear from Guest Speaker, Bill Simonet

42:32 The Future of Financial Planning

44:19 Q&A

T.J. Hill

Written By

T.J. Hill is a Demand Generation Strategist at eMoney Advisor.