eMoney Advisor

JUNE 1, 2023

A prospect discovery meeting is an essential step for financial advisors to get to know their prospective clients, understand their needs, and recommend their planning services accordingly. With the right preparation, you can set yourself up for a successful meeting and end with a clear path forward for both you and your new client.

Financial Advisor 75

Financial Advisor Clients Financial Planning Financial Planner 75

eMoney Advisor

JANUARY 17, 2023

” is a necessary, yet humbling, approach to prioritizing tech gaps for client, staff, and business growth. Do you offer tax planning as a service but manage client tax data in Microsoft Excel? Are you manually entering lots of data in multiple tech systems but unhappy with the output of the data for you or your clients?

Consulting 84

Consulting Education Financial Advisor Clients 84

Good Financial Cents

APRIL 19, 2023

After all, one of the goals of financial independence is to build wealth that doesn’t eat up your time, so you can enjoy life and do the things you choose to do. The truth is that building a passive income stream usually isn’t passive at first. The first step is to build a small savings account that you can use later.

Accounting 105

Accounting Investing Investments Media 105