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Heart of Advice

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Webinar Replay: Planning and Marketing in Action

eMoney Communications Team February 1, 2021

In part 1 of our Planning and Marketing webinar series, we showed the benefits of financial planning and marketing and how they work together.

Where does technology come into play? Join eMoney for part 2 in this 3-part series as we jump into our application and take you through a demonstration of our software designed to support your financial planning and marketing strategies to drive business growth and client engagement.

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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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