Sometimes keeping your clients engaged can feel like an uphill battle. But an often overlooked feature of the Client Site can help you easily increase long-term engagement with just a little preparation during onboarding: Client Alerts.
Potential clients today are online and seeking information about how to best manage their wealth. Are they finding valuable, relevant and targeted content on your website? With the wealth of information modern investors have at their fingertips, if you’re not offering your clients resources that will help them make informed decisions about their financial futures,…
By integrating eMoney into their practice, Beyond Your Hammock transformed financial planning from a numbers-oriented process to a more collaborative experience .
Silicon Hill Wealth uses eMoney as the backbone of their offering and adapted the way they service clients to elevate the planning experience.
In this article, we discuss five common questions your clients want answers to, and how to tackle them, once you’ve created the base case for your clients in eMoney.
You’ve landed the meeting with the prospect you’ve had your eye on for months. Now’s your chance to show them why you’re the perfect advisor to fit their needs … how do you do it?
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.