October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

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eBook: The Future of Financial Planning - Expanding the Market for Holistic Advice with New Technology

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Webinar Replay: Set Your Marketing Campaigns to Autopilot

eMoney Communications Team March 20, 2020

Imagine a marketing platform that does the work of generating leads for you. Imagine spending just minutes selecting impactful content, and letting your powerful marketing engine contact your clients and prospects throughout the weeks and months to follow.

With the release of automated campaigns to the eMoney Marketing Solution, you don’t have to imagine!

Watch the webinar below to hear from Valerie Rivera, Senior Product Marketing Manager at eMoney, as she shares an inside look at how you can automate reoccurring tasks to attract new business, nurture leads, and optimize productivity.

If you’re interested in learning more about the eMoney Marketing Solution and the automated campaign functionality, click here to schedule a demo.

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 - Elevate Your Financial Planning Strategies, Part 2

Hear from a panel of advisors who have successfully implemented financial planning strategies at their firms.

REGISTER NOW
Webinar - Elevate Your Financial Planning Strategies, Part 2

Hear from a panel of advisors who have successfully implemented financial planning strategies at their firms.

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.