For advisors, using and following hashtags can be a great way to track industry trends, engage with clients and prospects, and join in on conversations to offer expertise. But it doesn’t end there – there are countless ways hashtags can increase the visibility of your firm or business.
To help you ensure your social media presence is secure and compliant, we’ve assembled a quick list of security tips that every financial professional should keep in mind when managing their social media profiles.
Social media has fundamentally changed how consumers interact with companies. It’s made it easy for customers to learn about your business and get fast answers to questions about your products or services. However, it has also become a forum for consumers to voice their complaints when they have a negative experience with your service and your company
We’re here to make it easy for you to put together a presentation of the most relevant information using eMoney’s “save as a template” feature. By putting together a template for your mid-year reviews, you eliminate much of the busy typically associated with this process by creating a customized, comprehensive presentation you can use across your client list.
Korhorn Financial Group wanted to upgrade to a single solution that would allow the team to create better plans for clients, streamline workflows, drive efficiencies, and enhance the client experience. The group started using eMoney in 2009, and eventually dropped the other subscriptions.
Bill Simonet was looking for a platform that made delivering financial plans and tracking client assets simple and efficient, and he wanted more than just a technology provider. He needed a tech partner that could support his business with the robust financial planning capabilities he required as well as the ability to support his future growth.
DVI needed a dynamic solution that gave clients a unique portal and interactive system to use, and provided advisors with exceptional financial planning software capable of producing the rigorous reporting the firm required.
Life Planning Partners, Inc. (LPP) decided to implement eMoney’s financial planning software in February of 2014. The firm has since realized greater efficiency and transparency and an improved client experience.