Upcoming Webinar: 9 Ways to Engage with Intent

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!

Webinar_Feb 26_9 Ways to Engage with Intent_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

Alyssa Lewis

Written By

Alyssa Lewis is an Event Strategist at eMoney Advisor.