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Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ETRegister Now
Since 1995, financial planning has been at the heart of Midtown Financial Group‘s offering because it helps their clients to see where they are, where they want to go, and how to get there.
Between prospecting, writing financial plans, managing portfolios, and marketing, there was little time or energy left for routine, yet important, administrative tasks.
Rather than hire and train an assistant to perform these tasks, founder Grace Yung prefers that her staff engage with clients to provide a superior service.
She was introduced to the eMoney Data Entry service at an LPL conference. “I was excited when I learned there was an hourly data entry service I could use.”
The Data Entry team loads available client financial information into eMoney, which helps Yung make a professional first impression. This allows her to review scenarios with clients and develop plans to help them pursue their life goals.
Read how Yung’s firm uses eMoney Data Entry Service to allow more focus on activities that drive growth.