Prospecting with eMoney (Training Webinar)

In Prospecting with eMoney, we reviewed how to use eMoney’s built-in prospecting features to showcase the system and attract new clients. We took an in depth look at four different options you should explore when introducing eMoney to prospective clients. Topics Covered Marketing and Lead Capture Advisor Branded Marketing Advisor Side Interactive Tools Reports and Presentations…

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eMoney Tip of the Week: Inherited IRAs in eMoney

Inherited IRAs are a significant, and oftentimes complicated, part of many clients’ Estate Plan. As an advisor, it takes diligence to stay aware of the updates made to IRA rules each year so that you can provide clients with the right advice. To help, emX is designed to provide you the best possible platform to plan for and illustrate the many different strategies for an inherited IRA.

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Release Recap: Client Site Enhancements (Training Webinar)

In Release Recap: Client Site Enhancements, we reviewed the many Client Site updates that took place in the past year. We also discussed best practices for you to go over with your clients. These enhancements will streamline your clients’ responsibilities within the tool, and make managing their goals a more efficient process. Topics Covered How…

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