On average, only 20 percent of advisors’ clients have a financial plan1.
This represents a significant opportunity to grow your business through planning, but may leave you wondering how you’ll find the time to serve more clients in a meaningful way.
Join Mike Hemmert, VP, Enterprise Sales at eMoney, and Celeste Revelli, CFP®, Director, Financial Planning at eMoney, for a live webinar on Wednesday, February 26 at 1:00 p.m. ET, as they share nine tactics for digitizing your client experience for engagement, scalability, and growth.
Seats are limited, so register today!
Can’t make it to the live session? Register anyway, and we’ll send you the recording.
1 Kehrer Bielan, The ROI of Financial Planning, September 2019