Using Technology to Engage Advisory Clients

Michelle Melton, Communications Specialist
September 5, 2018

1st Global Director of Strategic Partnerships Craig Johnson sat down with Celeste Hernandez Revelli, director of financial planning at eMoney Advisor, and 1st Global advisor Jody Padar, The Radical CPA, at the AICPA Engage conference in Las Vegas to discuss how technology and financial planning are evolving to serve the needs of advisory clients.

eMoney Advisor, an on-demand wealth management platform, helps 1st Global financial advisors by providing:

• Interactive planning tools

• Client and advisor portals

• Comprehensive account aggregation

• Streamlined client onboarding

The Emergence of Fee-based Planning

Tips for delivering high-value service and advice in the digital world.