ON-DEMAND WEBINAR

Optimizing Your Client Experience—

Getting the Most Out of eMoney

Tired of sending your clients to multiple portals? Listen to this webinar to learn how to consolidate these tools into one seamless investor experience and deliver your clients an integrated, intuitive, and robust view of their financial well-being. Also, learn how engaging client experiences increase satisfaction with financial advisors, ultimately leading to increased revenue for your firms.

Please note: This webinar will be similar to what was presented at Kestra's Ascend, so if you didn't attend that session, we look forward to seeing you!

Presenters

Chris Mauriello

Senior Practice Management Consultant

eMoney Advisor

John Adams

Product Manager

Kestra Financial