When we talk about why you should join us virtually at the 2021 eMoney Summit from October 25 to 27, we could highlight how it’s the premier training event for eMoney users designed to take your competency to the next level, or how our inspirational keynote speakers tend to leave the audience refreshed and inspired—but the truth is it comes down to three things:
1. Purposeful planning matters more than ever
Everyone has a unique and personal perception of what planning is and how it is done. At the 2021 eMoney Summit we’ll show you how to not just consider your clients’ values and well-being when developing a plan, but intertwine them to plan with greater purpose.
2. Clients are more diverse and demand more personalization
In a time when consumers are demanding personalization and representing an extremely diverse range of generational needs, we’ll give you the tools to reexamine your practices and points of differentiation.
3. Technology allows you to scale planning tasks so you can focus on authenticity
Learn how to leverage technology to plan with purpose—a purpose authentic to you and meaningful to your clients—and scale planning tasks to spend more time delivering the expertise and insight only you can provide.