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eBook - Deepening Client Engagement Through a Focus on Financial Wellness

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Webinar Replay: An Inside Look at Bamboo, the eMoney Marketing Solution

eMoney Communications Team April 29, 2021

Now more than ever, investors are facing financial uncertainty and looking for trusted advice. This is a critical time to leverage digital marketing channels to promote your financial planning services and connect with new and existing clients.

Watch the webinar below to explore Bamboo, the eMoney marketing solution, and see how it can help grow your business. Key takeaways will include:

  • How to generate new business with digital marketing technology
  • Simplify lead generation and improve your digital presence with digital marketing technology
  • Get an inside look at the Bamboo content library and campaign automation features

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.