Advisor Branded Marketing Campaign: This is 60 – December Release

Advisor Branded Marketing You probably know that including visual content in your communications helps to increase engagement with prospective clients and improve relationships with existing clients. But how much time are you spending marketing your business, when you could be working with your clients? Do you find yourself using multiple tools to accomplish one goal? Are you…

Continue reading

Advanced Analytics: Marketing Views and Top Marketing Pieces

58% of financial professionals said their biggest marketing challenge is creating or sourcing content that is relevant to their clients, according to a survey we conducted earlier this year. To solve for this problem, advisors need a solution that assesses the performance of marketing content, how different marketing channels (i.e. Facebook, LinkedIn, etc.) stack up…

Continue reading

Client Management Update: Demote and Promote Clients

Gain more control of your data in your Analytics platform by excluding unwanted clients. You can now filter specific clients out of your Analytics dashboard by switching real clients – which you may have created for demo purposes – to sample clients. (but don’t worry, you can switch them back!) Here’s how… On the Client list,…

Continue reading

Summit Breakout Series: Basic Retirement Planning (Training Webinar)

In the “Summit Breakout Webinar Series,” we cover topics that were held as Breakout Sessions at the eMoney Summit. This webinar discusses the basics of Retirement Planning is eMoney and best practices for presenting your retirement plans to your clients using eMoney’s reports and interactive planning features. We walked you through a model scenario using a…

Continue reading