Impactful Extras Series Webinar Recap: Interactively Create Impactful Plans

Our three interactive planning tools, Goal Planner, Decision Center, and Foundational Planning, can accommodate mid-meeting client requests. This session will help you develop the skill of being able to pivot and show alternate examples while presenting to the client, affording them a more meaningful experience.

Looking for specific information on Creating Impactful Plans?:

Jump ahead using the chapter timestamps shown below:

• What to Know Before Building a Plan 3:10
• Goal Planner Overview 7:10
• Adding Comparisons in Goal Planner 11:25
• How to Screen Share in eMoney Application 12:40
• Using Goal Planning On The Fly 14:00
• Decision Center Overview 22:00
• Adding Techniques in Decision Center 26:55
• Changing Solvers in Decision Center 32:57
• Foundational Planning 37:20

Additional Resources:

• Changing Plans in Presentations
• Goal Planner Overview

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 March Training Opportunities here.