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eBook - Building Your Client Experience: Why the Experience Matters and How You Can Create an Exceptional One

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Webinar Replay: The Impact of Financial Education and Literacy on Client Success–A Panel Discussion

eMoney Communications Team April 2, 2021

Did you know that approximately $415 billion was lost in 2020 due to a lack of financial education?1

Watch our recent webinar to hear from our panel of financial education and literacy experts as they discuss the importance of access to quality financial education as a key factor in achieving financial success.

During this webinar, you’ll learn strategies for sharing financial education across clients of all ages, backgrounds, and financial situations, and how eMoney can help you provide this much needed information.

*CE credit is not awarded for watching the webinar recording.

1 “Survey: Cost of Financial Illiteracy in 2020 .” National Financial Educators Council, 2021. https://www.financialeducatorscouncil.org/financial-illiteracy-costs/.

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

Now more than ever, people are facing uncertainty and looking for trusted advice. It's a critical time to connect with new and existing clients via digital marketing. Join us to take a peek inside Bamboo, the eMoney marketing solution, Wednesday, April 28 2:00 pm ET.

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

Now more than ever, people are facing uncertainty and looking for trusted advice. It's a critical time to connect with new and existing clients via digital marketing. Join us to take a peek inside Bamboo, the eMoney marketing solution, Wednesday, April 28 2:00 pm ET.

REGISTER NOW

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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.