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Communications Resource Center

Communication support for your advisor base. Learn more

Onboarding - Investor

Interactive Storytelling via Spending and Budgeting

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Date Sent: 8 Weeks After Client Registers

Audience: Investor | Learn more about audiences

Description/Overview:

The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a guide for explaining the purpose of the Cash Flow Overview to their clients. This communication highlights a training guide that can be included in the outreach as well.

What's included:

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Communications Resource Center

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.

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.