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Do More Planning: Start Now
Back by popular demand, Gregory Furer of Beratung Advisors is joining the eMoney team for another webinar to go deeper on how his firm offered more planning to more clients through a scalable and effective process. In part 1, Greg shared best practices on how to offer financial planning to new and existing clients and on selling the value of financial planning. In part 2 he’ll provide actionable guidance to help you advance your financial planning process to deliver the client experience that helped Beratung grow their AUM by 500%.

Oct 28, 2020 02:00 PM in Eastern Time (US and Canada)

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Speakers

Gregory Furer, CFP®, CRPC®
CEO @Beratung Advisors
Steven Taylor, CFP®, MSFP
Training Specialist @eMoney Advisor