Setting up Your Client Sites for Success (Training Webinar)

In Setting Up Your Client Sites for Success, we showed you how to customize the Client Site and how varying levels of functionality can fit specific needs. Listen Here Topics Covered Default Client Website Options Prospective Clients Simplified Clients Advanced Clients If you’d like to register for any of our upcoming training webinars, head over to the eMoney…

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Interactive Tools in Client Meetings (Training Webinars)

Our Interactive Tools are designed to ensure you’ll conduct the most effective meetings with your clients. In this webinar, we reviewed best practices for using the various features within these Interactive Tools when meeting with existing and prospective clients. Listen Here Topics Covered Overview & Basic Facts Presentation Mode Screen Sharing Interactive Tools Goal Planner…

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