Welcome to the Fall edition of the AdvisorAdvocate. We hope to bring you news and information on how you can attract quality clients, have more satisfying and successful client relationships and improve your overall business.
eMoney has just returned from the FPA National Conference in Seattle where we saw many of you. We met an incredible amount of advisors at this conference and had over 250 people attend our presentation. Two advisors were the lucky winners of our Video IPOD prize drawing: Vincent R. Barbera, CFP®
of TGS and Metro Duda, Jr.,CFP® of Financial Focus, LLC. Thank you to everyone who stopped by our new booth.
eMoney reached a milestone this September when the Forrester Wave™ Financial Planning Software Report 2007 was released. This report demonstrated the speed with which eMoney has moved from being in the middle of the pack in the Wave Report of 2002, to a leader in 2005, to perfect scores in product direction and executive vision in 2007. In fact, this year, eMoney received the highest possible rating in 11 categories of the Wave Report. I’m proud to say I feel this report sets eMoney as the new standard in financial planning software excellence.
eMoney has published a number of resources recently designed to enable our subscribers to take their business to the next level. The 7 Steps to Maximize Client Relationships and Increase Revenues and Referrals is the fruit of years of experience and feedback from some of the nation’s top advisors. We have developed their stories and built on their expertise to help others make the most of the application. The 7 Steps will help enable advisors to make the system the cornerstone of their practice and leverage its full potential.
We hope you will join the other leading advisors enjoying the benefits of the eMoney system.
Founder and CEO, eMoney Advisor