Interactive Tools in Client Meetings (Training Webinars)

Our Interactive Tools are designed to ensure you’ll conduct the most effective meetings with your clients. In this webinar, we reviewed best practices for using the various features within these Interactive Tools when meeting with existing and prospective clients.

Listen Here

Watch the Recording

Topics Covered

  • Overview & Basic Facts
  • Presentation Mode
  • Screen Sharing
  • Interactive Tools
    • Goal Planner
    • Decision Center
    • Distribution Center


If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.

Amanda Willigmann

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