The seven-step financial planning process provides a complete workflow for establishing productive, long-term relationships. This structure creates a truly engaging environment where advisors and clients can effectively collaborate on their plans.
Watch the webinar below to hear from Brandon Heid, CFP® and Brett Tharp, CFP® from eMoney’s Financial Planning Group, as they discuss how to best leverage eMoney at each step of the planning process and each stage of the client lifecycle to efficiently and comprehensively serve your clients through all the stages of their financial lives.
*CE credit is not awarded for watching the replay.
You’re invited to join us for an additional webinar later this month, where we’ll continue the focus on how Holistic Financial Planning can support business growth and deliver an exceptional client experience.
Thursday, August 20 at 2:00 pm ET
Advisor-led Best Practices on Engaging Clients Through Holistic Planning