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Leveraging Technology Across the Client Lifecycle

LEVERAGING TECHNOLOGY ACROSS THE CLIENT LIFECYCLE

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 26, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This session will go step-by-step through the client lifecycle, highlighting common client problems while layering in how technology can address these needs throughout a client’s lifetime. The lifecycle begins with initial wealth accumulation followed by the stage identified as navigating needs/goals. The next stage is referred to as retiring with confidence, finally ending with the leaving a legacy stage.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ryan Coburn

eMoney Advisor
Financial Planning Analyst

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Before joining eMoney in June of 2016, Ryan attended UMass Amherst where he earned his B.A. double majoring in Economics and French, and then his M.A. in French. While completing his Master’s degree, he taught French at UMass for two years and English at the University of Toulouse in France for a year as well. Ryan passed the CFP Board exam in November of 2017 and is now working towards fulfilling the experience requirement so that he can begin using the marks. In his free time he enjoys traveling and running.

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Kathy Hieing

eMoney Advisor
Financial Planning Analyst

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Kathy graduated from UCSD with a double major in political science and communications. She completed her CFP courses at SDSU and plans to take the exam in March of 2019. Kathy has been with eMoney since February 2016 - fun fact my hire date was Feb 29th! In her spare time she loves cooking, dancing, and spending as much time with her family. 

About Our Presenter

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eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney's solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S.

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