If you understand the entire financial life of your customers and have the right conversations, you can get them to achieve their personal and professional goals. The card that guides you along this path is a financial plan. Holistic financial planning can change your customer relationships.
To join Matt Schulte, Head of Financial Planning at eMoney, for a live webinar on Thursday, July 23 at 2 p.m. ETto see how a well-integrated technology platform enables you to provide financial advice and a truly holistic experience for the entire life of your client.
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