This session will explore specific marketing tools available within the platform like Lead Capture and Bamboo, while also covering best practices for utilizing other aspects of the platform with potential clients.
Looking for specific information on Marketing with eMoney Tools?:
Jump ahead using the chapter timestamps shown below:
- How to access Lead Capture 3:10
- What the Experience of Lead Capture looks like for your clients 5:19
- How to view your Lead Capture Clients 11:11
- Settings for Lead Capture 14:35
- Bamboo Dashboard 17:45
- Sending Emails within Bamboo 26:32
- Campaigns within Bamboo 30:47
- Adding a Sample Client 40:40
- Showing a Presentation to a Client 43:04
- Needs Analysis Tool Overview 45:32
- Client Portal Overview 49:58
Additional Resources:
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 December Training Opportunities here.
