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Webinar Master Series Recap: Role Playing in the Retirement Conversation

In this past week’s session, Role Playing in the Retirement Conversation, we hosted one of our most highly requested webcasts. Watch as we simulate a retirement meeting discussion, including ways to maneuver those inevitable curve-balls.


Topics Covered for Role Play

  • Enable Onboarding & communicate expectation to client
  • Enable Onboarding Completed & Fact Change alerts
  • Have recommendations built
  • Review client changes
  • Adjust recommendations


More Resources

 

Continued Learning

Is there a specific eMoney product or feature you want to learn more about? We may have a live training workshop in your area or an upcoming training webinar that covers your questions! Check out our training schedule here.