Webinar Recap: Virtual Client Meetings

Collaborating with clients is an essential part of the planning process, even more so when it is challenging to meet in person. This session we focused on hosting virtual meetings in eMoney and which features to use when preparing for, presenting in, and following up from these meetings.

Additional Resources:

• Screen Sharing with Clients
• Screen Sharing Client User Guide
• 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.