Investors are seeking personalized financial planning advice that aligns with their unique goals and life circumstances. This creates a robust opportunity for financial advisors and advisory firms.
At the same time, it represents a challenge for advisors and their firms’ home offices: How can they deliver tailored client experiences while maintaining the operational efficiency needed for growth?
A panel of industry experts will answer this and related questions during a webcast at 1 p.m. on March 13. Sponsored by eMoney, the panel discussion will focus on the need for advisors and firms to deliver personalized financial planning at scale and best practices on how to do so.
The event's speakers are:
- Nancy DeRusso, head of financial planning, financial wellness and SurvivorSupport at Goldman Sachs Ayco
- Kyle Faszholz, head of investment and advisory platforms at Kestra Financial
- Connor Sung, director of financial planning at eMoney
"By tailoring the [financial planning] approach to each client's unique needs, advisors lay the groundwork for effective collaboration,” according to eMoney CEO Susan Koochel. “This ensures that clients feel their input is valued, leading to more satisfactory and achievable financial plans."
Advisors attending this webcast will learn best practices for data aggregation and actionable insights that can help them exceed client expectations and grow their businesses. They’ll also hear how to leverage APIs and back-end processes to unlock hidden efficiencies and revenue streams.
In addition, panelists will discuss how to use technology to turn raw data into smarter, faster client-focused decisions, as well as how to incorporate full-spectrum financial planning (from topical conversations to long-term cash flow planning) to bring more clients into the planning process.
To register for this upcoming webcast, which is eligible for CE credit, click here.
(Credit: Adobe Stock)
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