Join Jody Padar – Radical CPA and CEO of the New Vision CPA Group – on Thursday, November 15 at 2 p.m. EST to hear why she’s LEADING with planning and how she’s made the shift with a 100% cloud-based firm.
Financial technology has revolutionized the client experience in the financial services industry much like companies such as Uber and Spotify have completely transformed their respective industries. In this article, you’ll find five ways you can strengthen your firms’ client experience.
Watch this webinar to hear how CAPTRUST delivers a client experience to better meet expectations, retain business, and achieve better outcomes.
In this webinar, learn how a planning-based approach can help you drive sustainable revenues. And hear from Bill Simonet, CFP®, who explains how eMoney has helped his firm triple its financial planning fees.
We’re partnering with our friends at Twenty Over Ten to demonstrate how you can generate quality leads and grow your business with digital marketing strategies.
CEO Alex Chalekian saw the advice industry changing around him and knew he wanted to focus on holistic financial planning. Chalekian wanted a Fintech solution that would enable him to create rigorous, highly customized financial plans with cutting-edge efficiency.
By integrating eMoney into his practice, Roberge found a comprehensive solution that allows him and his clients to start simple and to adapt their plans as their lives and financial situations become more complex.
Like sports, the financial services industry is awash in data that can be tapped for insights. In fact, your success will increasingly rely on the application of analytics to your data.