Does visual content actually affect audience behavior? We tested two versions of the same email to see whether or not our email metrics would improve by adding images and video. Check out the results.
Part of providing the highest level of care for your clients is presenting them with numerus planning options that can satisfy their goals. With eMoney’s decision center, the complicated process of picking and choosing the right planning techniques for your clients is a whole lot easier.
Every week, the eMoney Training Team takes you through some of the best features in eMoney to help you discover even more ways our technology works for you. In this week’s WebEx, we discuss eMoney’s Goal Planner tool.
eMoney Advisor (eMoney) announced today that eMoney’s third Advisor Summit will be held at the Ritz-Carlton, Laguna Niguel in Dana Point, California, September 21-23, 2016. The event is presented to help financial advisors discover new ways to maximize their technology, improve their client experience, and grow their businesses.
Families find financial planing difficult for a variety of reasons. They must measure when they want to retire versus when they can retire. Which goals can they afford and which must they leave behind. And perhaps most importantly, how do we keep every member of the family happy? eMoney’s Goal Planner was designed to help families answer all these questions and more.
Every week, the eMoney Training Team takes you through some of the best features in eMoney to help you discover even more ways our technology works for you. In this week’s WebEx, we discuss ideas on how to establish working relationships with your clients’ key stakeholders.
Advisors selling IRAs are now under an ERISA fiduciary standard of care that imposes an obligation to monitor their investment recommendations. This obligation imposes more work for no additional compensation. Advisors, possibly for the first time, will need to subscribe to technology that will produce a monitoring report on the investments held.
Caring for your clients’ financial lives sometimes takes a village. Many clients have advisors, accountants, tax professionals, attorneys, and even other family members who contribute to their financial well-being. That’s why eMoney has the Alliance Partners feature, a solution that helps bridge the gap between advisors, clients, and professionals involved in tending to their financial futures.