Follow Along with the 2018 eMoney Summit

1,000 excited financial professionals, Fintech junkies, and eMoney employees gathered together once again, this time back under the bright (and sometimes rain-blocked) Florida sun, for the annual eMoney Advisor Summit. In a whirlwind of exciting talks, eMoney-focused breakouts, and networking, the Summit officially kicked off. Luckily, you can recap it all here: Day One Recap…

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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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Troubleshooting Connections (Training Webinar)

In this webinar, you learned how to resolve and prevent the most common connections issues in eMoney. With your new knowledge, you’ll save yourself time troubleshooting connections with your clients. Topics Covered Why do Connections break? Site layout change Increased security Blocking page Change in account information How to work with your clients to help them…

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Rolling Out the Client Portal (Training Webinar)

In this webinar, you learned how to attract and convert prospects with eMoney.   Topics Covered Developing a process when customizing client portal Client portal best practices Additional defaults to apply to client list Resources Client Portal Spending Rules Client Portal Connection Resources Client Portal Budgeting Basics Client Site Overview  Client Site Onboarding If you’d like…

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Best Tools for Each Type of Client (Training Webinar)

In this webinar, you’ll learn how to customize your process to meet the unique needs of your client base. Topics Covered Tools for Prospecting Lead Capture Needs Analysis Client Site Portal Resources Introducing Lead Capture: Streamlined Lead Management Needs Analysis Overview (Training Webinar) Taking a Millennial from Prospect to Client If you’d like to register…

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Building an Efficient Process (Training Webinar)

In this webinar, we talked about the importance of building a streamlined process and review real-world examples of how other advisors are using eMoney today. Topics Covered Platform Basics Connections Settings Sharing Rules Client Workflow Best Processes for All Types of Businesses One Advisor Small Team Large Team Resources All About Connections Tip of the Week:…

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Using Alerts to Increase Client Engagement (Training Webinar)

In Using Alerts to Increase Client Engagement, you learned how to create a more engaging client experience by developing best practices with Client Site Alerts. Topics Covered What are Alerts? Advisor vs Client Alerts Client Portal Alerts Managing Your Alerts Review Advisor and Client Alerts Review Client Portal Alerts If you’d like to register for any…

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