Webinar Recap: Set Yourself Apart with Interactive Planning

Set yourself apart from your competitors by using interactive storytelling to show your clients how your recommendations can have a positive impact on their lives. This session showed you how to master our interactive planning tools to show the result of your recommendations and engage your clients in real time.

Additional Resources: 

• Your eMoney Planning Toolbox
• Decision Center Techniques
• Building Presentations with Advanced Planning Scenarios

Looking for more eMoney training opportunities?

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.