Understanding your client’s complete financial life and having the right conversations can move them toward achieving their personal and professional goals. The map to guide them on that path is a financial plan. Holistic financial planning can transform your client relationships.
Watch the webinar below to hear from Matt Schulte, Head of Financial Planning at eMoney, as he discusses how a well-integrated technology platform can position you to deliver financial advice and provide a truly holistic experience across your client’s entire life.
You’re invited to join us for an additional webinar later this month, where we’ll continue the focus on how Holistic Financial Planning can support business growth and deliver an exceptional client experience.
Thursday, August 20 at 2:00 pm ET
Advisor-led Best Practices on Engaging Clients Through Holistic Planning