At this year’s Summit, attendees will choose to attend sessions from four areas of focus or tracks. These areas are based on popular user topics:
- Delivering an Engaging Client Experience – Harness the power of eMoney to engage with your clients by creating impactful plans and leveraging the Client Portal and get tips to fuel meaningful conversations.
- Using eMoney to Expand Your Business – Optimize client engagement and identify opportunities to further your client relationships. Get best practices for using eMoney with clients and how to use eMoney as a prospecting tool.
- Leveraging Decision Center – Learn how to use the Decision Center to its full potential during client meetings and in your business workflows.
- Addressing Consumer Concerns – Now more than ever, your clients are facing a high degree of uncertainty in the market. Explore various topics related to the causes of financial stressors and what you can do to reduce worries.
View the full Summit agenda including mainstage presentations, breakouts, live roundtable discussions, panels and more here!
