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Learn MoreThere are a lot of reasons your advisor should send you to the 2018 eMoney Summit.
But when it comes to selecting events, they probably only care about two things:
So follow the steps below and fill out our sample email template to show them why you need to go to the 2018 eMoney Summit:
Outline the top 3 reasons you want to attend the conference.
Do you want to drive growth by deepening client engagement? Hear from other financial professionals about their real-world successes? Learn practical skills and proven methods that increase performance?
Focus on the sessions that are most important to you and your company’s growth, and propose an agenda.
Highlight how each session can help you improve on your day-to-day responsibilities. Whether it’s learning new ways to grow your business in the digital age or how to create detailed estate plans in eMoney.
Put everything into an email or proposal.
If your boss is like mine, they like everything written down. This will show them you’ve thought things through and have a plan in place.
Not sure where to get started? Don’t worry we created a sample email you can customize!
Then once they agree with your infallible logic, head over to the 2018 eMoney Summit website to register!
