eMoney Advisor Provides Free Planning Resources During COVID-19 Pandemic
Summary
Amidst the coronavirus (COVID-19) pandemic, advisors are tasked with navigating clients through the effects of a bear market – including record losses, unemployment and general uncertainty. eMoney has also created various resources, including webinars, blog posts and other communications, that provide best practices on how to better serve clients and strengthen relationships in the current environment. “We believe in the power of holistic planning and know advisors who deliver planning-led advice are better positioned than those who do not, especially during times of market volatility and disruption,” said eMoney CEO Ed O’Brien. With three scalable solutions to choose from, new eMoney users can quickly meet a broad range of planning needs, all while receiving their first three months free as part of a 12-month contract. COVID-19 resources available now As the lasting effects of the global pandemic continue to evolve and expand, eMoney remains committed to supporting its clients with education and best practices.