In this session, learn the many ways in which Sample Clients can bring value to your eMoney experience.
Jump ahead by referring to the chapter timestamps below:
- Adding Sample Clients 10:34
- Creating and Managing Sample Clients 15:36
- Grouping and Categorizing Sample Clients 17:42
- Client Portfolio Analysis 44:28
- Working with Average Clients 49:22
- Impact of Additional Savings 52:43
- Complex Estate Planning Techniques 58:54
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.
