How can you help clients find the right balance of saving for the future while enjoying their hard-earned wealth now? That’s the topic we’re diving into with our guest Eric Roberge, CFP^®, the CEO of Beyond Your Hammock.

In this episode, we explore the unique challenges and opportunities in serving high-net-worth clients during their peak earning years. Eric emphasizes the importance of a holistic approach that combines financial planning technology with emotional intelligence. With AI-enabled tools, savvy marketing strategy, and continuous learning at major conferences, his team is setting the bar high. Financial planning professionals looking to scale and modernize the client experience will find Eric's insights invaluable.

Learn more about strategies to create a modern client experience here: https://emoneyadvisor.com/the-new-value-proposition-for-advisors-tips