This week addresses a topic we think about a lot in the Client Engagement department: Making sure our users receive helpful and relevant support for any issues they encounter while using our software. We offer a variety of support options for users, but today we’re going to specifically discuss the different queues that are available…
Modern advisor marketing don’t come easy. It can seem like a daunting task to set a marketing plan in motion for your business, especially if you don’t have much experience with the process. We compiled some resources that you can use to beef up your marketing in a time when it’s never been more important for advisors to stand out from their competition.
Fall is the time when clients get more serious about their financial plans after a long summer of vacations and leisure. That also means more and more potential clients looking for advisors to get them back on track financially. By ramping up your marketing efforts, you can position yourself as just the right person for the job.
Sometimes hitting the pause button and picking up your head to see beyond the day-to-day operations of your business injects the energy you need to continue to move your business—and your clients—forward. Events can be a great way to do that. So we’ve put together a list to help you maximize your time, stay focused, and prepare to return with new ideas and the momentum needed to put them to work.
Our Advisor Spotlight series focuses on individual advisors who found success using our software. We recently caught up with Scott Curran of The Curran Group to ask him a few questions about how he is using eMoney to build stronger relationships with his current clients while attracting new business in the process.
Our emX Walkthroughs Series helps you get the most out of your technology by presenting step-by-step guides for different sections of emX, hosted by our Founder and CEO, Edmond Walters. This week’s video centers on you, the advisor. Edmond runs through emX’s built-in advisor case study, which lets you easily create a plan that keeps your own financial needs in mind.
To keep our users updated on the many industry events we attend each year nationwide, we’ll be posting a regular look at where you can expect to see our team. If you’re attending any of these events, come say hi—we’d love to talk to you!
Advisors want to be the trusted advisor for each of their clients. It’s only natural. Even if advisors can appreciate the value of a second opinion, they want their advice to be considered the most valuable out of a group of their peers. But unfortunately, a number of clients choose to work with several advisors—a tricky situation for both the client and the advisors involved.