Impactful Extras Webinar Recap: Capture Leads with eMoney

In this session, we showed you the resources available within eMoney to help you attract, qualify, engage & convert leads into clients. We will cover everything from our Lead Capture tool to Foundational Planning, and more.

Additional Resources

• Getting Started with Lead Capture
• Lead Capture User Guide

Looking for more 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 July Training Opportunities here.