emX Walkthroughs: How to Demo eMoney Clients to Prospects

Our emX Walkthroughs Series helps you get the most out of your technology by presenting step-by-step guides for different sections of emX, hosted by our Founder, Edmond Walters.

This week’s video takes an inside look at how Edmond would demo emX during meetings with prospects. As the original eMoney advisor, Edmond provides insights you’re sure to find valuable, and offers tips and tricks that you can use in your eMoney pitch to clients and prospects today. By giving your clients and prospects a full look at how emX can benefit them, you can further strengthen these relationships and continue to grow your business.