3 Tips for Handling Negative Comments on Social Media

Social media has fundamentally changed how consumers interact with companies. It’s made it easy for customers to learn about your business and get fast answers to questions about your products or services. However, it has also become a forum for consumers to voice their complaints when they have a negative experience with your service and your company

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eMoney Tip of the Week: Creating a Mid-Year Review Template

We’re here to make it easy for you to put together a presentation of the most relevant information using eMoney’s “save as a template” feature. By putting together a template for your mid-year reviews, you eliminate much of the busy typically associated with this process by creating a customized, comprehensive presentation you can use across your client list.

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eMoney to Integrate with Charles Schwab

Last week was the annual T3 Advisor Technology Conference and eMoney made quite the impact. We prototyped advice from Alexa, unveiled Virtual Reality, and took attendees through our vision of a truly integrated advisor experience. An integral part of that fully integrated advisor experience is of course, integrations with other technology providers. And while at T3, we announced a particularly exciting integration partner: Charles Schwab.

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