You’ve entered your client’s data into the Fact Finder and discovered on the Cash Flow report that the client is outliving their assets. It’s time to develop a plan and make recommendations to improve their financial future. But what’s the best way to show your clients the impact your recommendations (and their dreams) have on…
Lead Capture is an interactive, prospecting tool designed to help you engage new clients through online marketing. Let’s walk through how to set up and utilize this tool to attract, capture, and engage prospects! How to Set Up Lead Capture Before you can start connecting with prospects, you’ll need to configure your Lead Capture settings….
You have just spent the time selecting a collection of reports to create and complete a presentation for your client, but what’s next? It’s time to save, share and present your client’s financial plan! eMoney’s Vault is a great tool that allows you to store documents, exchange information with your clients and share reports and presentations.
Have you ever prepared for a client meeting and noticed their Cash Flow report shows a negative net cash flow at the end of the year?