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By combining eMoney’s planning and marketing tools, you can lead with the value you offer through financial planning to help more people talk about money.
Advisors who believe in the power of both planning and marketing have a unique opportunity to grow their business, establish strong client relationships, and engage clients with one powerful solution.
Help clients and prospects achieve their goals and guide them through every stage of life with goals-based and cash-flow planning. Create simple or robust financial plans to meet the ever-changing needs of your clients.
See how financial planning can create moments that matter, leading to life-long relationships with clients.
Promote your value and share your story through marketing. Bamboo, eMoney's marketing solution, helps you attract the right prospects with automated campaigns designed to promote a planning-led approach, while also engaging existing clients through educational marketing materials.
See how marketing establishes your brand and reaches the right audience to grow your business.
of advisors who use marketing for business say social media has helped them gain new clients¹.
of investors now make decisions based on digital sources².
of US households report being underserved regarding comprehensive planning³.
Sources: 1-The Putnam Social Advisor Survey. Putnam Investments. April 2019. 2-2019 Brunswick Group Digital Investor Survey. 3-Cerulli Associates, The Cerulli Report: U.S. Advisor Metrics 2018.
