Do More Planning: Scaling for Success

Tuesday, February 16, 2021 from 2:00 - 3:00 p.m. ET
Don’t miss the finale of a 4 part series featuring Gregory Furer, CFP®,CRPC®, CEO of Beratung Advisors.

In part 1, Greg shared effective tips for educating new and existing clients on the value of financial planning. In part 2 he provided actionable guidance to help you efficiently engage clients to capture their financial information and objectives, and then in part 3 he shared his method for building and presenting financial plans.

In this session Greg will show how to scale this entire process across your firm by implementing templates and workflows to deliver the type of client experience that helped Beratung grow their AUM by 500%. 

Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Beratung Advisors is a separate entity from WRI. WRI is not affiliated with Steven Tayor or eMoney.

Gregory Furer, CFP®,CRPC®
CEO at Beratung Advisors
Steven Taylor, CFP®, MSFP
Training Specialist at eMoney
Can't make it to the live session?
Register anyway, and we'll send you the recording.