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Creating Planning Efficiencies and Opportunities in Your Client Review Meeting

2.33 (3 votes)

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With many clients accustomed to their annual investment review, the client review meeting is your chance to demonstrate financial plan success and rebalance client priorities toward a better financial future. 

Preparing for the meeting is just as important as executing it, so Chris Mauriello, Financial Planning Practice Management Consultant, eMoney Advisor, will explain how financial planning technology plays a role in an efficient process. Finally, he’ll take advisors through how to use eMoney to engage clients in their review meeting, and then keep them engaged all year long. 

  • Understand the benefits of a review meeting 
  • Prepare their client in eMoney for a review meeting
  • Conduct a review meeting

Chris Mauriello

Financial Planning Practice Management Consultant

eMoney Advisor

Chris Mauriello, Financial Planning Practice Management Consultant, has been helping eMoney clients at every level for more than 7 years. Starting as a Customer Service Rep, Chris’s passion for helping advisors implement and use eMoney led him to become a Client Success Coach, then a member of the Live Training Team, and ultimately to his current position, where he helps firms and advisors implement and scale their planning services to deliver more personal, impactful advice.

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Creating Planning Efficiencies and Opportunities in Your Client Review Meeting
10/13/2021 at 12:00 PM (MDT)   |  60 minutes
10/13/2021 at 12:00 PM (MDT)   |  60 minutes With many clients accustomed to their annual investment review, the client review meeting is your chance to demonstrate financial plan success and rebalance client priorities toward a better financial future. Preparing for the meeting is just as important as executing it, so Chris Mauriello, Financial Planning Practice Management Consultant, eMoney Advisor, will explain how financial planning technology plays a role in an efficient process. Finally, he’ll take advisors through how to use eMoney to engage clients in their review meeting, and then keep them engaged all year long.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available