for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreAre you ready to jump-start your 2019 with powerful technology?
Join eMoney’s Connor Sung, CFP® and Sara Grillo, CFA® on Wednesday, December 19 at 12:30 p.m. ET to learn how to outmarket your competition and attract new clients using meaningful online content.
During the webinar, Connor and Sara will cover the most common challenges and opportunities for breakaway advisors, and share financial planning best practices for the new year.
Sara Grillo, CFA®
Sara Grillo, CFA, is a top financial writer with a focus on marketing and branding for investment management, financial planning, and RIA firms. Prior to launching her own firm, she was a financial advisor and worked at Lehman Brothers. Sara graduated from Harvard with a degree in English literature and has an MBA from NYU Stern in quantitative finance.
Connor Sung, CFP®
Connor serves as the Financial Planning group’s Sr. Financial Planning Consultant at eMoney Advisor. In his current position he provides consultative financial planning support and practice management primarily to clients by helping them implement eMoney into their financial planning process. He also serves as a product expert and a resource for internal departments helping Sales, Live Training, Enterprise Relationship Management, Communications, and Development mainly. Connor attended James Madison University, where he received his Bachelor’s Degree in Finance in 2013. He earned in his CFP® designation in 2016.