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Clients today are looking for financial advisors who have expertise and experience, but they are also looking for someone who… Read More
Insights and best practices for successful financial planning engagement
• 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.
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