Advisor Branded Media Video Now Available: Goal Planning

Whether your clients dream of elaborate vacations, or simply a stress-free retirement, with our new video you can show them you have the tools to build a comprehensive financial strategy that will help them meet their goals. After all, the best time to start planning for tomorrow, is today.

Watch the video below for a sneak peek of the new Goal Planning video:

Here are some ideas for using the latest video:

  • Include the video in an email to your clients, explaining the benefits of a comprehensive financial plan.
  • Download the video onto your computer and use it during a meeting with your clients and their recent grad.
  • Share the video through your social media channels to attract the attention families looking to take their planning to the next level.

With a library of compliance-approved videos available right from your Advisor Homepage, our narrated videos make it easy to talk with your clients and prospects about how you can help them make sound financial decisions.

Click here to learn more about our Advisor Branded Media.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.