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Applying the Financial Planning Process Throughout the Client Lifecycle (1 CFP® CE Credit)
The seven-step financial planning process provides a complete workflow for establishing productive, long-term relationships. This structure creates a truly engaging environment where advisors and clients can effectively collaborate on their plans. Join Brandon Heid and Brett Tharp from eMoney’s Financial Planning Group to learn how to best leverage eMoney at each step of the planning process and each stage of the client lifecycle to efficiently and comprehensively serve your clients through all the stages of their financial lives.

Aug 5, 2020 02:00 PM in Eastern Time (US and Canada)

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