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Impactful Extras Series Webinar Recap: Advisor Process Checklist

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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

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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.

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