eMoney Weekly Webinar: Onboarding Someone New to Your Firm and eMoney

In this Master Series webinar, you’ll learn all about onboarding someone new to your firm and eMoney. Take an in-depth look at how to clearly illustrate a client’s life insurance needs and how to effectively present your findings.

Topics Covered

• eMoney Support Orientation: How To’s, Customer Service & Chat
• Getting Started with emX: Coursework & Additional Resources
• Knowledge Base Tour: Courses & Resources
• How to Add a New Client & Privacy Settings

Resources

• Train Your Clients with NEW Client Portal How-To’s
• New Client Alerts: Task Assigned and Document Shared
• New Customer Service Queues

Continued Learning

Is there a specific eMoney product or feature you want to learn more about? We most likely have an upcoming training scheduled most applicable to you and your business! Check out our live training schedule.

Take your training to the next level. There’s a new generation of advisors on the rise. Are you one of them? Find out for yourself at the 2018 eMoney Summit from October 8 – 10 in Orlando, Florida. Learn more at www.emoneyadvisorsummit.com