ON-DEMAND WEBINAR

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.

Presenters

Rachel Eccles

VP of Marketing at eMoney

Connor Sung, CFP®

Manager, Financial Planning Practice Management at eMoney