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Podcast: Registered Investment Advisor Podcast
Episode: Revolutionizing Financial Planning
Description: Connor Sung helps eMoney 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 co-hosts eMoney's Heart of Advice Podcast...