Impactful Extras Series Webinar Recap: Advisor Process Checklist

This session will provide a high-level overview of important initial steps and best practices for a successful rollout of the eMoney application.

Looking for specific information on Advisor Process Checklist?:

Jump ahead using the chapter timestamps shown below:

• How to Locate the Advisor Process Checklist 3:16
• The Four Steps of the Advisor Process Checklist 4:20
• Step 1: Before You Begin 8:47
• Step 2: Gather and Import Data 22:39
• Step 3: Client Onboarding 34:47
• Step 4: Plan Away! 44:51

Additional Resources:

• Advisor Process Checklist

Looking for more eMoney training opportunities?

Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your October Training Opportunities here.