Three Steps to Foster a Data-driven Culture at Your Firm

Today, firms that want to achieve a competitive edge must foster a culture built on analytics. Research from Erik Brynjolfsson et al. at the MIT Sloan School of Management found that data-driven organizations have five to six percent higher output and productivity than their less data-driven counterparts. Creating an analytics-based culture can be a big undertaking. But…

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eMoney Weekly Webinar: Onboarding Someone New to Your Firm and eMoney

In this Master Series webinar, you’ll learn all about onboarding someone new to your firm and eMoney. Take an in-depth look at how to clearly illustrate a client’s life insurance needs and how to effectively present your findings. Topics Covered eMoney Support Orientation: How To’s, Customer Service & Chat Getting Started with emX: Coursework & Additional…

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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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