Need Help Convincing Your Advisor You Should Attend the 2018 eMoney Summit?

There are a lot of reasons your advisor should send you to the 2018 eMoney Summit.

But when it comes to selecting events, they probably only care about two things:

  • How will this event help you grow?
  • How will that growth help the company?

So follow the steps below and fill out our sample email template to show them why you need to go to the 2018 eMoney Summit:


Identify Your Why

Outline the top 3 reasons you want to attend the conference.

Do you want to drive growth by deepening client engagement? Hear from other financial professionals about their real-world successes? Learn practical skills and proven methods that increase performance?


Build Your Path

Focus on the sessions that are most important to you and your company’s growth, and propose an agenda.

Highlight how each session can help you improve on your day-to-day responsibilities. Whether it’s learning new ways to grow your business in the digital age or how to create detailed estate plans in eMoney.


Bring It All Together

Put everything into an email or proposal. 

If your boss is like mine, they like everything written down. This will show them you’ve thought things through and have a plan in place.

Not sure where to get started? Don’t worry we created a sample email you can customize!

Then once they agree with your infallible logic, head over to the 2018 eMoney Summit website to register!

Register Today!

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Supervisor with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.