Using Account Aggregation in Financial Planning to Grow Your Firm

Financial Account Aggregation for Growth

Over the 20 years since its advent, account aggregation has evolved significantly, making it one of the most robust client service tools CFP® practitioners can use. What was once simply a way to track investments has become an indispensable tool in the delivery of comprehensive financial advice. Demand for account aggregation is driven by our…

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Webinar Replay: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning

Learn how you can drive growth by delivering interactive, personalized planning experiences that satisfy clients and streamline workflows. Watch the webinar below to hear from Jake Lynch, Chief Business Officer at Adviser Investments, and Jim Finegan, Manager of Advisor Sales at eMoney Advisor, as they discuss how after adopting eMoney, Adviser Investments has gained $118 million in new AUM,…

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Webinar Replay: Building and Scaling a Planning-led Business for Incremental Growth

Learn how you can drive growth by delivering an integrated, digitally-enabled, and scalable experience across the advisor/client lifecycle. Watch the webinar below to hear from Trish Haskins, Fidelity’s VP of Digital Strategy and Platform Consulting, and Steve Levis, CFP®, eMoney’s Senior VP of Financial Planning, as they discuss how FlexGen firms leverage technology to effectively…

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Webinar Replay: Driving Growth Through Exceptional Client Experiences

Advisors are finding that they can attract new business, increase their share of wallet, and boost retention by focusing on the client experience. In fact, firms and advisors who focus on the client experience have twice the growth in AUM than those who don’t.1 Watch the webinar below to learn what a positive impact these experiences have on…

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