Making Your Planning Analysis More Applicable to Your Clients
Includes a Live Event on 11/03/2021 at 12:00 PM (MDT)
As tools and measurements for building a financial plan keep evolving, there’s an opportunity to better understand how they can be utilized for the benefit of your clients and their plans. Hosted by Brandon Heid, CFP® Financial Planning Practice Management Consultant with eMoney Advisor, this webinar will showcase several current topics—including Monte Carlo and longevity analysis—and how advisors can break down a client’s financial situation to interpret reports and results in a more meaningful way.
- Identify key evolving areas of financial planning
- Understand the role of technology in evaluating financial planning strategies
- Delivering an engaging client experience
Brandon Heid, CFP®
Financial Planning Practice Management Consultant
Brandon is a member of eMoney's Financial Planning Group’s Practice Management team since 2016. In his role he provides detailed assessments and recommendations for firms looking to enhance their use of the eMoney Platform and incorporate interactive financial planning into their practice. He helps coordinate eMoney’s University Program working with instructors, program directors, and students in over 70 CFP Board registered programs across the country. Prior to eMoney, he spent time on both the institutional and retail side of TD Ameritrade in multiple business development roles.