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

Watch the Recording

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

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

Julie Himmel

Written By

Julie Himmel is an Enterprise Communications Strategist with eMoney Advisor, LLC. She is a proud puppy mother to a Brittany Spaniel, enjoys spin classes, exploring new cities, being by the beach or in the mountains, and does her best at living a clean, toxic-free life (except for margaritas).