Post Meeting Checklist (Training Webinar)

In Post Meeting Checklist, we reviewed how to wrap up a client meeting efficiently in eMoney using some of the tools at your disposal.

Watch the Recording

Topics Covered

  • Understanding the presentation mode
  • Basic presentation tips and suggestions
  • How to save and download presentation as a client takeaway


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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