• Episode 166: Revolutionizing Financial Planning

  • Aug 7 2024
  • Length: 17 mins
  • Podcast

Episode 166: Revolutionizing Financial Planning

Listen for free

View show details

  • Summary

  • Connor Sung helps eMoney clients build more successful practices and deepen client relationships. He leads an exceptional team of financial professionals who help clients transform their technology platform and financial planning processes to increase efficiency, drive growth, and create planning-led user experiences. He oversees eMoney's financial wellness strategy, as well as internal and external financial education programs aimed at providing financial peace of mind for all. Connor has held various roles at eMoney since joining in 2013, contributing to more than 10 years of technology, practice management, and planning experience. He co-hosts eMoney's Heart of Advice Podcast, which helps financial advisors elevate their financial planning processes and strengthen client relationships. Connor earned a bachelor’s degree from James Madison University and earned his CFP® designation in 2016. Connor loves spending time with his family, and friends in Philadelphia and enjoys staying active by golfing, snowboarding, playing hockey, and playing with his goldendoodle, Nala. Listen to this insightful RIA episode with Connor Sung about revolutionizing financial planning. Here is what to expect on this week’s show: - How eMoney differentiates itself with a strong focus on client services and practice management support. - Why eMoney promotes a macro view in financial planning. - How eMoney continually innovates and evolves its platform to remain a leader in financial planning technology. - Why more advisors should explore eMoney’s Decision Center and Client Portal. - How identifying growth opportunities and building efficiencies translates into meaningful outcomes for adivors and their clients. Connect with Connor: Links Mentioned: emoneyadvisor.com X @eMoneyAdvisor Facebook facebook.com/eMoneyAdvisor LinkedIn linkedin.com/company/emoney-advisor Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Episode 166: Revolutionizing Financial Planning

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available