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