Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
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Audience: All Users | Learn more about audiences
Description/Overview:
This email introduces how today’s consumers are looking for a deeper relationship with their financial professionals. Their roles are evolving to be more of a life coach, tasked with providing a planning strategy that maps closely with a client’s personal values. Share this email, which includes an eBook with insights from industry thought leaders on how financial advice is shifting to a more holistic approach.
What's included:
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.