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Discover How a Holistic Financial Planning Approach Can Transform Your Client Relationships
Understanding your client’s complete financial life and having the right conversations can move them toward achieving their personal and professional goals. And the map to guide them on that path is a financial plan. The creation of a holistic financial plan takes a client’s financial goals and milestones into consideration. Join Matt Schulte, Head of Financial Planning at eMoney to see how a well-integrated technology platform can position you to deliver financial advice and provide a truly holistic experience across your client's entire life. When advisors possess the right tool for every situation, financial planning can more easily take its rightful place at the center of the advisor-client relationship.

Jul 23, 2020 02:00 PM in Eastern Time (US and Canada)

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