You're on the right track to offering holistic, comprehensive financial planning. But you still have doubts. What's holding you back?
Only 50% of US financial professionals are giving their clients financial planning advice1. This offers a significant opportunity for advisors who can offer their clients what they need: holistic planning.
Many advisors believe financial planning to be too time-consuming and complicated or the software too difficult to master. Our 5-part daily email course will examine many of these hurdles, and offer the solutions to overcome them. This course, presented by eMoney's Financial Planning Group, discusses the 5 most common hurdles to offering holistic planning—as well as the ways to conquer them.
We'll walk you through several different challenges of typical advisors, and explain how to overcome them. Don't walk—run toward becoming a financial planning champion!