Financial Advisor Success cover image

Ep 331: Getting Comfortable Hiring Advisors 'Early' As The Advisory Business Revenue Grows With Jake Northrup

Financial Advisor Success

CHAPTER

E Money's Task Management System

We use the client portal for linking accounts, seeing that worth growth. We don't want to add too much overall, but also I think when you set the expectation up front of this is how it helps you. So what does a client have for us? There's a login for E money and there're a login for their task. That's it. Okay. And I guess just, you can live with two at least it's not more than two. Yeah. It's pretty easy overall. No, I know there's also some client, like client tasks, tools in E money is well. But we felt like there was just limitations in E money at least last time they looked

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner