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Growth - Testimonials

Holistic Planning

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Audience: Non-Users | Learn more about audiences

Description/Overview:

This email template showcases how an office shifted from tax management to building planning-first relationships through holistic planning, leading to 3,000% growth.

What's included:

  • COPY
  • CASE STUDY – Avantax – Carey & Hanna Tax & Wealth Planners
  • IMAGE – Header
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Communications Resource Center

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By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.