Webinar Recap: From Prospect to Plan – Creating an eMoney Workflow

In this session, we covered how to create an efficient process for every step of the eMoney workflow from capturing leads, through onboarding, creating your first financial plan, and finally presenting to your new client via eMoney’s interactive planning tools.

Additional resources:

• Advisor Process Checklist
• Introducing the Client Portal
• Preparing for Initial Client Meetings
• Presenting in Initial Client Meetings

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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.