A Complete Workflow for Establishing Productive, Long-term Relationships

Comprehensive financial planning services represent a significant opportunity for small businesses. To create plans that improve financial outcomes for their clients, and help grow their practices, advisors should adopt a comprehensive approach to planning, as recommended by the Certified Financial Planner Board.


"The fijody-wbgnancial planning piece is a natural extension of the service we already provide. eMoney makes the whole conversation fluid and seamless." 

-Jody Padar, CEO of New Vision CPA Group and New Vision Wealth Management


Download your copy of this white paper to learn how to:

  • Provide clients with transparent, holistic views into their finances
  • Build an integrated and automated business approach
  • Create meaningful experiences that help clients achieve their financial goals
  • Retain clients and grow your business
  • Implement best practices as recommended by the CFP® Board