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eBook - Deepening Client Engagement Through a Focus on Financial Wellness

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Maximize Your Mobile Experience (Webinar Replay)

eMoney Communications Team June 9, 2016

Updated on: May 10, 2021

Watch a replay of our live webinar on how to maximize your mobile experience. Featuring online design expert and founder of Twenty Over Ten, Ryan Russell, the webinar covers why a seamless mobile experience is vital to a financial advisor’s business. And we reveal what it takes to connect with your current and prospective clients via their preferred mediums.

You can download the slides from the presentation here, or watch the video below.

 

Learn more about the mobile experience eMoney provides here or sign up for a free trial today.

About the Author

The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.

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CE Webinar - Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit)

Join eMoney Thursday, October 7 at 2:00 p.m. ET to explore the power of emotional intelligence and the CFP Board's recent change to its principal knowledge topics.

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Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.