Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Tuesday, April 14, 2026
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
April’s Best Practices email walks advisors through a four-step workflow for updating client plans quickly and confidently before a meeting. It shows how to apply planning preferences in Decision Center, use Generate in CoPlanner to enable multiple techniques from Base Facts in seconds, refine the surfaced techniques with Dismiss, Modify, or Regenerate, and finalize the meeting plan as either an update to Base Facts or a New Plan, helping advisors move from prep to conversation faster.
The email also highlights an upcoming webinar on how CoPlanner and Foundational Planning work together to reduce planning friction, along with a Heart of Advice podcast on delivering more personalized, high-quality plans while working more efficiently.
What's included:
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