for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreIn 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.
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