As certain financial planning capabilities become increasingly commoditized, firms are looking to add value to their service models to help clients achieve fulfillment.
Delivering multiple elements of value to investors requires focus, strategies, and the deliberate commitment of resources and energy.
Join Steve Levis, SVP of Financial Planning at eMoney, and Anand Sekhar, VP of Practice Management and Consulting at Fidelity Investments, for a live webinar on Tuesday, February 25 at 12:00 p.m. ET where they’ll discuss:
- The Four Growth Engines, as identified by Fidelity, that will help firm leaders and advisors activate and drive elements of value
- How eMoney can help you take action to deliver greater value, strengthen relationships, and drive growth in your business
Seats are limited, so register today!
Can’t make it to the live session? Register anyway, and we’ll send you the recording.