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My Firm.pdf

Case-Study_JasonHowellCompany.pdf
Preview of my firm
🔗 Source: emoneyadvisor.com
📊 Size: 1.22 MB
📄 Pages: 5 pages
⬇️ Downloads: 64

Summary

Jason Howell Company, an RIA, achieved 2X growth in years as an eMoney client, with 80% of clients having a comprehensive plan in eMoney, $24M in AUM, and a 90% firm retention rate, by using eMoney to deliver hyper-personalized services, including sustainable investing and philanthropic planning.

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Description

Jason Howell Company, an RIA, achieved 2X growth in years as an eMoney client, with 80% of clients having a comprehensive plan in eMoney, $24M in AUM, and a...

Technical Information

  • File Format: PDF
  • File Size: 1.22 MB
  • Pages: 5
  • Language: EN
  • Total Downloads: 64
  • Last Updated: 7 hours ago

Document Overview

This PDF document about my firm provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into my firm.

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Download my firm eBooks for free and learn more about my firm. These books contain exercises and tutorials to improve your practical skills, at all levels!

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