
Create Moments That Matter
FINANCIAL ADVISORS AREN’T JUST COMPETING WITH EACH OTHER
Research shows that the expectations for advice are not set by leaders in the financial industry. They are set by the digital interactions that clients have every single day with the tech leaders of the world. To stand out, you need a client experience that sets you apart from the rest.
In this eBook, you’ll explore how to start building your client experience by learning:
– Why does the client experience matter?
– Why does it matter right now?
– What do your clients want?
Lead with Financial Planning to:
Build and Deliver More Plans for More People
According to a recent Fidelity study, advisors who practice Holistic Wealth Planning deliver over 2x more plans/year.2
Point to Long-Term Success
90% of advisors surveyed felt that financial planning was critical to their long-term success.2
Engage the Next Generation
When asked to name top priorities for choosing to work with an advisor, Gen X investors stated that years of experience (43%), and personalized advice for a holistic financial picture (37%) were leading reasons.4
Promote Client Collaboration
95% of advisors felt financial planning enables deeper client relationships and promotes collaboration with clients.2
Work in your Client's Best Interest
The CFP Board emphasizes a holistic approach based on their objective to make certain advisors get a full view of the client's goals so that clients aren't receiving advice that isn't in their best interest.
Create More Opportunities
According to a recent Fidelity study, advisors who practice Holistic Wealth Planning grew their clients/HHs by 13% on average, compared to 8% among others, in the past year.2

“eMoney is the tool that allows us to provide planning and charge an appropriate fee for the service. At the close of the financial planning experience, the question commonly asked by clients is, ‘How can we continue to work together?’”
Daniel J. Galli Principal,
Daniel J. Galli & Associates
FREE 5 DAY EMAIL COURSE
Learn how you can create moments that matter to each and every client by having the right conversations with interactive planning. Check out this 5-day email course as we tackle the impact financial planning, your tech stack and the right environment can have on your advisor-client relationship.
Enroll Now