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.
Watch this webinar to hear from Jason Novak, eMoney’s Head of Security & IT Operations, on strategies to protect yourself and your clients’ private data from cyber attacks.
FlexGen – An advisor who is forward thinking, embraces change, loves learning, challenges conventions and believes in helping clients achieve their life goals. Watch the webinar below to hear from Alex Roe, eMoney’s Director of Product Marketing & head of market research efforts, to learn about an emerging set of advisors that are reinventing the…
While you’re probably familiar with the traditional sales funnel, are you an expert in the digital marketing funnel? If not, don’t worry. Advisors who focus exclusively on moving prospects through the sales funnel can miss opportunities to build trust with them before that important first conversation. But how do you facilitate these moments before you’ve even made contact? Today’s…
Watch this webinar to hear how CAPTRUST delivers a client experience to better meet expectations, retain business, and achieve better outcomes.
Have you put any thought into succession planning? If you’re leaning toward handing the reins of your business to an internal successor, we have a suggestion that might help you find a worthy candidate.
How do you grow your business? Are you still relying on referrals and cold-calling leads to drive growth? Learn how forward-thinking advisors are challenging traditional marketing methods and achieving business growth through digital marketing.
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.