How to Scale Financial Planning Without Compromising Efficiency

Editorial Webcast Sponsored by: eMoney

CFP & IWI CE: Approved

Sponsored by:

Today’s investors aren’t just looking for money management—they demand personalized advice that aligns with their unique goals and life circumstances. For firm home offices, this creates a high-stakes dilemma: how do you deliver tailored client experiences while maintaining the operational efficiency needed for growth?

Discover how forward-thinking firms are thriving in an increasingly personalized market. Join our industry experts who will share strategies to:

• - Deliver personalized financial planning at scale (why it’s no longer optional)
• - Use data aggregation and actionable insights to exceed client expectations 
• - Leverage APIs and back-end processes to unlock hidden efficiencies and revenue streams
• - Utilize technology to turn raw data into smarter, faster client-focused decisions
• - Incorporate full-spectrum financial planning (from topical conversations to long-term cash flow planning) to bring more people into the planning process.

Don’t miss this opportunity to learn how your firm can elevate the advisor-client relationship, streamline operations and transform client outcomes—all without compromising your bottom line.

The future of financial planning is here. Are you ready to scale?

Featured Speakers:

Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.

As Director of eMoney’s Financial Planning Group, Connor helps clients build more successful practices and deepen client relationships. He leads an exceptional team of financial professionals who help clients transform their technology platform and financial planning processes to increase efficiency, drive growth, and create planning-led user experiences. He oversees eMoney's financial wellness strategy, as well as internal and external financial education programs aimed at providing financial peace of mind for all. Connor has held various roles at eMoney since joining in 2013, contributing to more than 10 years of technology, practice management, and planning experience. He earned a bachelor’s degree from James Madison University and earned his CFP® designation in 2016.

Nancy serves as head of Financial Planning, Financial Wellness and SurvivorSupport® for Goldman Sachs Ayco. She is a member of the Asset & Wealth Management Inclusion and Diversity Council. Previously, Nancy was co-head of Digital Advice for Consumer Wealth Management. Prior to that, she served as senior vice president of Enterprise Relationship Management from 2017 to 2019, and built and led the team responsible for managing and enhancing corporate client relationships across all areas of Goldman Sachs Ayco. Before that, Nancy served as senior vice president and co-head of Digital Business Strategy for Goldman Sachs Ayco from 2016 to 2017. Earlier in her career, she oversaw Goldman Sachs Ayco’s Development and Training program for five years, leading the formation of a multi-year financial planning curriculum that includes technical, practical, management and leadership training.

Kyle Faszholz is Head of Investment & Advisory Platforms at Kestra Financial, an industry-leading wealth management platform within the Kestra Holdings ecosystem. In his role, Kyle is dedicated to empowering financial advisors to deliver the highest caliber of advice to their clients. With a keen interest in how technology can enhance the advisory space, he is focused on developing advisor platforms that provide dynamic, client-focused capabilities into seamlessly integrated wealth management practices. Before joining the Kestra Financial team, Kyle held similar roles at LPL Financial, Nitrogen, Charles River Development, and Envestnet. He received his BA from the University of North Texas.

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