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Presenting in Initial Client Meetings

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Last week, in Preparing for Initial Client Meetings, we reviewed three ways you can incorporate eMoney before your first meeting to position you and your client for success.

Today, we’ll look at four ways you can utilize eMoney during that first meeting to introduce your client to their profile and the Client Portal.

Turn on Present Mode

When you’re meeting with your client, either in your office or virtually using Screen Share, it’s essential to switch your eMoney view to Present ModePresent Mode will focus on the current client’s profile and remove the top navigation bar so you can’t accidentally click into another client’s profile and share sensitive information.

To start Present Mode, click into a client’s Overview page and select Start Presenting on the bottom right side of the screen.

Review the Basic Facts

Next, you’ll navigate to Basic Facts to start your conversation and get to know your client better. You can flow through each category from top to bottom, confirming the data you’ve previously entered and adding new information provided by the client.

Make sure to review the client’s Financial Priorities and discuss the areas on which the client would like to focus. You can add priorities from our list or create custom priorities for your client and spouse.

Pro tip: After the meeting, you can share the data you’ve added to Basic Facts with your client to review on their own time or as a reference in the future. Click Go to Presentation and then download as a Word doc or PDF to send to your client.

Introduce the Client Portal

Now, it’s time to introduce the Client Portal. You can preview the Client Portal together, highlighting different features clients will have access to and explaining what steps to take to get started.

You can gather the resources we’ve mentioned in Preparing for Initial Client Meetings to create a welcome packet to present to the client or share the resources via email after the meeting.

If you have time during the initial meeting, you can also send the Client Portal invitation and walk through the registration process and aggregating accounts with your client.

For more information, check out Introducing the Client Portal to New Clients.

Stay Organized with Next Steps

Finally, you can use Next Steps to assign actionable items to you and your client. You’ll go to Basic Facts > Observations and Next Steps > Add Next Step. You can choose from our list of items or customize your own, such as Fill out the Fact Finder or Connect Your Bank Accounts, and assign due dates. These will show when the client logs onto the Client Portal.

Next Steps will keep you and your client on track after your initial meeting and will start the collaborative planning experience.

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