Proven Processes for Building Holistic
Financial Plans in eMoney
As the demand for holistic financial advice continues to surge, it's crucial for your firm to stay ahead of the curve. We understand the challenges you face in providing comprehensive plans that meet your clients' needs. That's why we're excited to invite you to our upcoming webinar with Greg Furer, CEO of Beratung Advisors, who will share his firm's secrets to achieving remarkable 500+% AUM growth through holistic planning using eMoney.
During this session, Furer will address the common barriers that many firms encounter, including the collection of necessary information, time constraints in plan development and maintenance, and engaging clients in this innovative approach.