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Take The First Steps To Becoming a Financial Planning Champion

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!

 

 

 

SIGN UP FOR THE COURSE!


Course Outline

 

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Day 1:

SECURITY 

From aggregation to cybersecurity, today's technology keeps your client information private.

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Day 2:

ADVISOR GROWTH

You may consider yourself a traditional money manager, but planning is in your reach.

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Day 3:

INTEGRATION

Planning software integrates with your other pieces of technology easier than you may think.

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Day 4:

CLIENT LIFE CHANGES

Young or old, working or retired. All life stages can benefit from financial planning.

 

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Day 5:

KNOWLEDGE

There are numerous resources to teach you the ins-and-outs of comprehensive planning.

 

87%

of US households report being underserved regarding comprehensive planning1

 

 

 

100%

High net-worth investors with a financial plan grew their assets 100% more than those who had none2

 

 

 

40%

Advisors who provide financial planning services to their clients have 40% higher AUM than their peers2

 

 

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