Don’t you just love it when a plan comes together? After you’ve synthesized all of your client’s financial information, goals, and constraints into a realistic financial plan? When they’ve signed off on it, and you can tell they’re invested on a deeply personal level in making it happen? And everyone’s pulling in the same direction?...
The post The Value of a Robust Client Portal in Financial Planning Relationships appeared first on eMoney Advisor Blog.
![](http://track.hubspot.com/__ptq.gif?a=412965&k=14&bu=https%3A%2F%2Fblog.emoneyadvisor.com&r=https%3A%2F%2Fblog.emoneyadvisor.com%2Fpractice-management%2Fthe-value-of-a-robust-client-portal-in-financial-planning-relationships%2F&bvt=rss&p=wordpress)