Webinar: Using a Financial Plan to Win Over a Prospective Client


Improve Your Sales Process

Are you looking to boost your success rate in securing new clients for your financial advisory business? Join us in this insightful webinar, where we will explore the power of a well-crafted financial plan in winning over prospective clients and setting your advisory practice apart.

During this 45-minute webinar, our speaker, Ethan Booth, Account Manager at Envestnet | MoneyGuide, will dive into the critical elements that make a compelling financial plan and explain how it can help build trust and credibility with your prospects. This interactive session will provide you with actionable strategies, tools, and techniques to potentially improve your client acquisition process and grow your business.



Thursday, April 13 @ 4:00 PM EST

Improve Financial Planning Process

Gaining insights into leveraging technology and tools to streamline your financial planning process.


Learn the essential components of a client-focused financial plan that will differentiate you from the competition.

Whether you’re an experienced financial advisor or just starting in the industry, this webinar is designed to provide you with valuable insights and practical advice that can help you create winning financial plans and foster strong relationships with your clients.

Don’t miss this opportunity to learn from industry specialists and transform your client acquisition process. Register today and take the first step towards building a thriving financial advisory practice!

Want A Free Tech Stack Evaluation?

Book a time to chat with our experts to see how your technology stacks up!


Our Speakers

Nico DeMaio

President & Founding Partner


Nico brings his expertise in financial planning, technology and relationship management to build a company that is truly for advisors by advisors.

Ethan Booth

Account Manager 

Envestnet | MoneyGuide

With over 10 years of experience, Ethan Booth brings a wealth of industry knowledge to Envestnet MoneyGuide, the creators of the industry leading financial planning software, MoneyGuidePro® 


In his current role as Account Manager, Ethan is responsible for initiating and managing key relationships with advisors to increase practice efficiencies and revenue. He prides himself in being a valuable resource to both current subscribers and prospects that are interested in developing quality financial plans. 


Prior to joining MoneyGuide, Ethan worked at Northwestern Mutual Financial Network where he served as a Financial Representative and Director. Ethan earned a B.S. in Entrepreneurial Business Management from Virginia Tech and currently resides in Richmond, VA, where he enjoys hiking along the Appalachian Trail in his spare time. 


Follow Along

Client Testimonial: Ankerstar Wealth

In this video testimonial, Steve Ankerstar of Ankerstar Wealth shares their experience with Nico Demaio of AdvisorStack. Steve highlights the exceptional services, innovative technology solutions, and the value that AdvizorStack brings to the financial advisory...

read more