Webinar: Using a Financial Plan to Win Over a Prospective Client
Learn
Improve Your Sales Process
Are you looking to boost your success rate in securing new clients for your financial advisory business? Join us in this insightful webinar, where we will explore the power of a well-crafted financial plan in winning over prospective clients and setting your advisory practice apart.
During this 45-minute webinar, our speaker, Ethan Booth, Account Manager at Envestnet | MoneyGuide, will dive into the critical elements that make a compelling financial plan and explain how it can help build trust and credibility with your prospects. This interactive session will provide you with actionable strategies, tools, and techniques to potentially improve your client acquisition process and grow your business.
When
Thursday, April 13 @ 4:00 PM EST
Improve Financial Planning Process
Gaining insights into leveraging technology and tools to streamline your financial planning process.
Demo
Learn the essential components of a client-focused financial plan that will differentiate you from the competition.
Whether you’re an experienced financial advisor or just starting in the industry, this webinar is designed to provide you with valuable insights and practical advice that can help you create winning financial plans and foster strong relationships with your clients.
Don’t miss this opportunity to learn from industry specialists and transform your client acquisition process. Register today and take the first step towards building a thriving financial advisory practice!
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Speakers
Our Speakers
Nico DeMaio
President & Founding Partner
AdvizorStack
Nico brings his expertise in financial planning, technology and relationship management to build a company that is truly for advisors by advisors.
Ethan Booth
Account Manager
Envestnet | MoneyGuide
With over 10 years of experience, Ethan Booth brings a wealth of industry knowledge to Envestnet MoneyGuide, the creators of the industry leading financial planning software, MoneyGuidePro®.
In his current role as Account Manager, Ethan is responsible for initiating and managing key relationships with advisors to increase practice efficiencies and revenue. He prides himself in being a valuable resource to both current subscribers and prospects that are interested in developing quality financial plans.
Prior to joining MoneyGuide, Ethan worked at Northwestern Mutual Financial Network where he served as a Financial Representative and Director. Ethan earned a B.S. in Entrepreneurial Business Management from Virginia Tech and currently resides in Richmond, VA, where he enjoys hiking along the Appalachian Trail in his spare time.
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