for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreIn this session, we reviewed key strategies on keeping clients active in eMoney and how to re-introduce the Client Portal as their go-to personal financial hub during these unique times. We also covered how clients can personalize their experience, view their full financial picture, collaborate on data entry, track their goals, and more.
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. View all your February Training Opportunities here.
