In this webinar, we provided an overview of the Client Experience. This introductory session walked through what the Portal is, and why it’s a powerful client relationship tool.
- Engaging Clients
- Core Values
- Tip of the Week: Taking a Millenial from Prospect to Client
- Tip of the Week: Client Portal Budgeting Basics
If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.