Webinar Replay: Guiding Clients Through Market Volatility by Leveraging eMoney and Riskalyze

Market volatility feels less alarming for clients when they’re prepared to face it. Advisors aiming to alleviate client anxieties must demonstrate the benefits of long-term investment performance versus short-term risk. Advisors need to communicate the importance of sticking to financial plans through market ups and downs. Watch the webinar below to hear from Connor Sung,…

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Financial Planning Through Disruption with eMoney

Financial Planning Through Disruption with eMoney blog

As medical and market turmoil disrupts your business, eMoney is here to support you in any way possible. While nobody could have predicted the COVID-19 pandemic, we’ve put in place a robust continuity plan and are well-equipped to carry on normal operations, helping people talk about money at an unprecedented time. Several of our platform’s…

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How to Send an Email in Advisor Branded Marketing

You play a critical role in your clients’ lives—especially during this time of uncertainty and market volatility. We know it’s paramount that you have the resources you need to continue to communicate with your clients. With Advisor Branded Marketing, you can email clients directly from your eMoney platform and proactively share timely content that speaks to current…

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Webinar Replay: Set Your Marketing Campaigns to Autopilot

Imagine a marketing platform that does the work of generating leads for you. Imagine spending just minutes selecting impactful content, and letting your powerful marketing engine contact your clients and prospects throughout the weeks and months to follow. With the release of automated campaigns to eMoney’s Advisor Branded Marketing, you don’t have to imagine! Watch the…

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Follow These 7 Steps to Provide Remarkable Financial Planning Advice

As an advisor, you want to provide clients with transparent, holistic views into their finances. The CFP Board’s seven-step financial planning process represents a complete workflow that establishes productive, long-term relationships. The appropriate financial planning software should be used to improve planning productivity and personalization. When executed successfully, both clients and advisors will see the benefits of developing a…

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