How eMoney Can Support You and Your Clients
We put together a 3-part webinar series, Insights and Best Practices for Planning During Times of Disruption, where our CEO, fellow leadership team members and financial planning experts discussed the importance of using eMoney — including ABM — amid the ongoing COVID-19 outbreak or any future disruptions.
Maintaining Business Continuity: What You Can Do Today to Solidify Client Relationships Tomorrow
Hear from eMoney’s CEO and leadership on the state of the industry and how eMoney can help firms instill confidence during times of market volatility and the COVID-19 pandemic.
When in Doubt, Plan: Using eMoney to Guide Clients Through Uncertain Times
Connor Sung, CFP® takes you through specific features of the eMoney platform that you can use to virtually connect with your clients today and help them plan for a more secure future tomorrow.
Keeping Clients Engaged & Informed During the COVID-19 Pandemic
Hear from eMoney’s marketing experts as they share best practices for using Advisor Branded Marketing to communicate with your clients and forge stronger, more solid relationships as a result.