Impactful Extras Series Webinar Recap: Preparing for Success

In this session, we will review your action plan to establish yourself in eMoney successfully, showing you how to be both efficient and effective while using the platform at full capacity to get the most out of the system.

Looking for specific information on Preparing for Success?:

Jump ahead using the chapter timestamps shown below:

• Process Checklist 2:40
• Helpful Resources 42:57

Additional Resources:

• Getting Started with Clients
• All About Connections

Looking for more eMoney training opportunities?

Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your November Training Opportunities here.