for expert insights on the most pressing topics financial professionals are facing today.
Webinar: Do More Planning: Building the Plans - January 19, 2021 @ 2:00 p.m. ET
In this session, we reviewed how to create an efficient process for onboarding new clients into the eMoney platform, including strategies for introducing the Client Portal and best practices for supporting their continued usage.
Check out how you can register for our upcoming Master Series webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops.