Advisor-led Best Practices on Engaging Clients Through Holistic Planning


Successful, long-term client relationships rely on an advisor’s ability to have the right conversations at the right times to help advance clients toward achieving their financial goals. These discussions vary for clients who are just starting out, accumulating wealth, retiring, and planning on leaving a legacy. Join us as successful advisors share their secrets for engaging clients at all stages and ensuring that despite changes and complexities, they are delivering plans appropriate for their clients’ risk tolerance, age, and goals and thereby securing client satisfaction and loyalty.

Hosted by: Jess Liberi, Head of Product at eMoney

Advisor Panel: - Patti Brennan, CFP®, CFS, CEO of Key Financial, Inc. - Elisabeth Olson, CLTC, Financial Advisor, FCG360 - Tyler Maness, CFP®, BFA®, Wealth Advisor, Caprock Wealth Advisors, LLC - Jeffrey Wherry, CFP®, CLU®, AIF®, Director of Planning and Research, Treloar & Heisel, Inc