Webinar Replay: 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.

Watch the webinar below to hear from Mike Hemmert, VP, Enterprise Sales at eMoney, and Celeste Revelli, CFP®, Director, Financial Planning at eMoney, as they share nine tactics for digitizing your client experience for engagement, scalability, and growth.

1 Kehrer Bielan, The ROI of Financial Planning, September 2019

Written By

Alyssa Lewis is an Event Strategist at eMoney Advisor.