The eMoney application is designed to help you build better relationships with clients, but it doesn’t stop there. Within our system there are a wealth of innovative tools available to help you find new business as well. Here are 6 ways you can use eMoney to engage prospects.
The New Year is upon us, and in this webinar we provide some resolutions you can make when it come comes to your eMoney Dashboard. Topics include, Client Onboarding, updating connections, creating plans, and more.
The holiday season has ended and the new year has kicked off! But while you were away from your office, some things may have become outdated. Make sure your plans have the most accurate information by keeping connections, alerts, tasks, and budgets up-to-date. Because by getting organized early, you help ensure a prosperous and productive year.
In a replay of our eMoney Summit presentation, we go over all the tax implications of eMoney’s Distribution Center, our comprehensive estate planning tool. Going through several sample clients, we provide some tips and best practices to help you create and present successful estate plans to all your clients.
Sometimes, illustrating the proper distribution of your client’s estate is a harder task then it needs to be. Luckily, it becomes much easier once you understand eMoney’s asset distribution logic.
In this week’s Training Webinar, we go through the best practices for onboarding clients into the eMoney Application. We discuss self registration, which allows clients to setup their client website on their own time, and eMoney’s new automated onboarding workflow, providing tips on how best to use each feature.
One of most (if not the most) common financial objectives for clients is securing and providing income for retirement. There are many different ways to answer those common questions such as, “When can I retire?” or “Am I saving enough for retirement?” but regardless of the formula or calculations used, eMoney can help clients visualize their current projection as well as the effect of different actions or plan changes on their overall retirement.
In this week’s webinar, we go through how to create a comprehensive retirement plan for clients, providing tips on how to best showcase eMoney’s many capabilities.