Arrow Icon

Impactful Extras Series Webinar Recap: Creating Your Own Presentation Template

Visit Heart of Advice

for expert insights on the most pressing topics financial professionals are facing today.

Learn More

Creating a custom presentation is a powerful capability that provides a plethora of detail-oriented choices. This session will cover the available options while providing efficiency tips throughout..

Looking for specific information on the Creating Your Own Presentation Template?:

Jump ahead using the chapter timestamps shown below:

  • Adding a Sample Client 2:04
  • Building Your Custom Presentation 3:10
  • Types of Templates 5:09
  • Managing Presentation Reports 8:12
  • Adding New Chapters to Your Report 13:08
  • Report Abilities Review 16:09
  • Presentation Actions List 20:25
  • Accessing Templates with Different Clients 23:14
  • Presentation Building Resources 28:54

Additional Resources:

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 September Training Opportunities here.


Related Posts