ON-DEMAND WEBINAR

Financial Planning for Strategic Growth:

Balancing the 4 Pillars

Financial planning and technology are inextricably linked for firms working to maintain healthy business growth. But how can you scale the two without losing sight of the other strategic priorities at your firm? From increasing efficiencies to retaining advisor talent, your tech stack can be working harder for you.

Watch eMoney's Joe Buhrmann and Chris Mauriello take an in-depth look at the four strategic pillars that define success for firms and enterprises, and hear how an integrated, collaborative technology approach can help support your underlying goals.

Presenters

Joe Buhrmann, MBA, CFP®, CLU®, ChFC®

Senior Financial Planning Consultant

eMoney

Chris Mauriello

Financial Planning Practice Management Consultant

eMoney