Maximize Your Client’s Lifecycle Journey in 2021

In part 1 of a 3 part series you'll see how financial planning and marketing work together to grow your business, engage clients, and maintain strong relationships.

Join eMoney experts as we walk through a client’s journey and how both planning and marketing play important roles in delivering an exceptional client experience.

Rachel Eccles
VP of Marketing at eMoney
Connor Sung, CFP®
Manager, Financial Planning Practice Management at eMoney