Advisor Branded Marketing Campaign: This is 60 – December Release

Advisor Branded Marketing You probably know that including visual content in your communications helps to increase engagement with prospective clients and improve relationships with existing clients. But how much time are you spending marketing your business, when you could be working with your clients? Do you find yourself using multiple tools to accomplish one goal? Are you…

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Advanced Analytics: Marketing Views and Top Marketing Pieces

58% of financial professionals said their biggest marketing challenge is creating or sourcing content that is relevant to their clients, according to a survey we conducted earlier this year. To solve for this problem, advisors need a solution that assesses the performance of marketing content, how different marketing channels (i.e. Facebook, LinkedIn, etc.) stack up…

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Client Management Update: Demote and Promote Clients

Gain more control of your data in your Analytics platform by excluding unwanted clients. You can now filter specific clients out of your Analytics dashboard by switching real clients – which you may have created for demo purposes – to sample clients. (but don’t worry, you can switch them back!) Here’s how… On the Client list,…

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eMoney Tip of the Week: Prospecting in eMoney

eMoney Advisor offers features that are geared towards your prospective clients. From Traditional Lead Capture to our revamped Advisor Branded Marketing , our prospecting tools can help you build your book of business. We designed these tools help you attract potential clients and demonstrate your value. Advisor Branded Marketing Let us worry about marketing to your…

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eMoney Tip of the Week: Client Site Goals Overview

Goal Planning with eMoney has never been so seamless. Our recently added Goals tab makes planning for your clients’ future simpler and more collaborative. With Goals, they can establish a savings strategy to fund the goal and easily track them. Clients can view their progress throughout their lifetime, fund, and track their progress throughout their lifetime….

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