Learn how to use eMoney’s business development tools, like Lead Capture, Analytics, and Bamboo, to attract and retain clients.
Jump ahead by referring to the chapter timestamps below:
- Lead Capture Custom URL 1:52
- eMoney’s Bamboo 2:57
- Advisor Dashboard Overview 4:03
- Customizable Lead Capture 5:57
- Client List and Lead Clients 15:06
- Transitioning Leads to Clients 16:31
- Analyzing Client Behavior and Activities 21:47
- Help Resources and Analytics Support 25:09
- Email Marketing and Client Engagement 31:22
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