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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A Streamlined Method for Connecting Manual Accounts – Coming Next Month

To create a more streamlined client experience, we’re simplifying the process of linking manual accounts on the Client Site. Next month, we’ll update the Client Portal to include a Link button on manual accounts. This button will initiate a new step that walks your clients through the process of linking the account with their financial institution, creating…

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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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