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

Alyssa Lewis Client Experience, Practice Management, Webinars

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, sold $62 million in new services to existing clients, and increased their plans delivered to clients by 1,000%.

Avatar

Written By

Alyssa Lewis is an Event Strategist at eMoney Advisor.