Prospecting with emX (Training Webinar)

Not only does the eMoney software help you deliver plans to your clients, but it also helps you while prospecting to potential clients.

In the Prospecting with emX webinar, we took a look at how to showcase the system to attract your new clients. We walk you through our Interactive Tools, Reports and Presentations on the Advisor Site, then review the Client Site to show your prospects how clients will be able to enter information on their end.

Listen Here

Topics Covered

• Demo of the Application
  • Advisor Site
  • Client Website
  • Sample Clients
• Workshops
  • Prospecting Seminars
  • Learning Workshops
  • Client Website Trainings

Resources

• Decision Center Overview
• Distribution Center Overview
• Presentation Center Overview

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