Help Clients Plan It Forward: A Fresh Approach to Financial Planning
Join FintekNews & eMoney as we explore how advisors can Plan It Forward – a fresh approach to financial planning. It’s a new philosophy for advisors who value comprehensive wealth management, and is anchored by a profound concept: that the financial plans you build for clients affect far more than their finances.
In this webinar, advisors will learn how technology plays a role in helping clients Plan It Forward by:
- Building collaborative client relationships
- Staying ahead of the innovation curve
- Driving revenue and growth
- Edging out the competition
- Creating more plans for more clients
- Seeing and managing the big picture
Moderator: Cindy Taylor, Publisher of FintekNews
Celeste (Hernandez) Revelli, CFP®
Director of Financial Planning at eMoney Advisor
Celeste joined eMoney Advisor in 2011 and works in the Financial Planning Group, which provides financial planning expertise and guidance for every department within eMoney, in addition to providing advanced support for eMoney’s user base. She received her Bachelor’s degree from Loyola University Maryland in 2008 and her CFP® designation in 2014.
Brett Tharp, CFP®
Financial Planning Analyst
Brett joined eMoney Advisor in October 2012 and worked in a variety of roles before joining the Financial Planning Group shortly before earning the CFP® professional designation in October 2015. Brett previously worked as a registered representative for a local financial services firm and brings firsthand industry knowledge to his fellow coworkers as well as eMoney clients.
Chris Hershey, CFP®
Senior Financial Planning Analyst
As part of the financial planning group at eMoney, Chris helps advisors incorporate eMoney technology into their businesses and assists them in the creation of financial plans. He graduated from West Chester University in 2009 with a degree in History and received his CFP designation in 2016. He resides in New Jersey with his wife and 2 daughters and enjoys Premier League Soccer and DIY home improvement projects.