Emailing in Advisor Branded Marketing

With summer quickly approaching, it’s a great time to share a Memorial Day message or schedule a mid-year review with your clients. If you subscribe to Advisor Branded Marketing, you have access to a library of email templates to engage your clients from within eMoney. ​ Let’s look at how to create, send, and track email engagement with Advisor Branded Marketing! Create Your…

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eMoney Tip of the Week: Sharing a Presentation to the Client Vault

You have just spent the time selecting a collection of reports to create and complete a presentation for your client, but what’s next? It’s time to save, share and present your client’s financial plan! eMoney’s Vault is a great tool that allows you to store documents, exchange information with your clients and share reports and presentations.

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