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Future-proofing Your Planning Business with eMoney

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How will the financial planning and business development processes look in the future? Join Joseph Buhrmann, Sr. Financial Planning Consultant with eMoney Advisor to discuss the future trends he sees taking hold as early as 2022, including ways in which data will be leveraged to empower clients and financial professionals, how integrated technology experiences allow planners to do more, and what addressing financial wellness across the masses will do to expand the boundaries of the financial planning profession. Valerie Rivera, eMoney Sr. Product Manager, will be joining Joseph to explore how these changes could impact business development efforts and pricing strategies for planning.

  • Identify key evolving areas of financial planning
  • Assess your digital marketing plan, understand the role of technology in evaluating financial planning strategies
  • Delivering an engaging client experience 

Joseph Buhrmann, CFP®, CLU®, ChFC®

Senior Financial Planning Consultant

eMoney

Joe serves as a Senior Financial Planning Practice Management Consultant at eMoney Advisor. With more than three decades in the financial services industry, Joe aligns his know-how and passion to help firms of all sizes increase usage, adoption, and engagement through a modern financial planning experience. He leverages his expertise and supports internal departments across the enterprise, helping Communications, Marketing, Relationship Management, and Sales. Joe attended Illinois State University, where he received his bachelor’s degree in Applied Computer Science and his MBA.

Valerie Rivera

Senior Product Marketing Manager

eMoney

Valerie Rivera serves as Senior Product Marketing Manager at eMoney Advisor, responsible for leading the go-to-market strategy for eMoney’s suite of business development solutions. Working closely with product management and cross-functionally, Valerie designs brand messaging and positioning to support eMoney’s product roadmap and vision. Valerie began her career at eMoney in 2012 as an Account Executive and then a Live Trainer where she trained over 1,000 advisors on the eMoney platform – helping them drive success in their firms. Prior to coming to eMoney, Valerie worked for a Pharmaceutical Marketing Agency. She is a graduate of West Chester University where she earned her B.S. in Marketing. In her spare time you can find Valerie outdoors--snowboarding, hiking, and mountain biking in her home in Colorado.

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Future-Proofing Your Planning Business with eMoney
12/08/2021 at 12:00 PM (MST)   |  60 minutes
12/08/2021 at 12:00 PM (MST)   |  60 minutes How will the financial planning and business development processes look in the future? Join Joseph Buhrmann, Sr. Financial Planning Consultant with eMoney Advisor to discuss the future trends he sees taking hold as early as 2022, including ways in which data will be leveraged to empower clients and financial professionals, how integrated technology experiences allow planners to do more, and what addressing financial wellness across the masses will do to expand the boundaries of the financial planning profession. Valerie Rivera, eMoney Sr. Product Manager, will be joining Joseph to explore how these changes could impact business development efforts and pricing strategies for planning.
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available