Silicon Hill Wealth uses eMoney as the backbone of their offering and adapted the way they service clients to elevate the planning experience.
If you’ve attended any industry conferences over the past few years, you’ve heard a number of speakers tell you why you need to embrace social media. And quite frankly, doing so makes a lot of sense. Many of your potential clients have social media profiles, making social media great place to connect and engage with prospects.
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
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.