Our interactive planning tools allow you to create a collaborative relationship with your client while presenting your recommendations to them.
In this webinar, we discuss how to use these tools to get the most out of all of your client interactions.
- How to use basic decision and distribution center techniques
- Have interactive discussions with clients
- Dropping an advanced plan into decision center or distribution center
- Compare different options
- Deploy different reports and views
- Provide clarity for clients and show them their story
If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.