UPCOMING WEBINAR
Using Technology to Create Efficiencies
Tuesday, April 26 from 1:00 p.m. to 2:00 p.m. ET
Building efficiencies using the right technology can help you stay in front of clients to build trust, strengthen relationships, and provide ongoing, practical advice.
Join us on Tuesday, April 26 at 1:00 p.m. ET as Chris Mauriello, Financial Planning Practice Management Consultant at eMoney, discusses how a technology-based financial planning structure can enhance engagement, improve the overall client experience, and drive growth within your practice.
PRESENTER
Chris Mauriello
Financial Planning Practice Management Consultant, eMoney Advisor
Can't make it to the live session?
Register anyway, and we'll send you the recording.