emX Walkthroughs: Financial Advisor Exit Strategy

Our emX Walkthroughs Series helps you get the most out of your technology by presenting step-by-step guides for different sections of emX, hosted by our Founder and CEO, Edmond Walters. This week’s video centers on you, the advisor. Edmond runs through emX’s built-in advisor case study, which lets you easily create a plan that keeps your own financial needs in mind.

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