Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Value-Add - Foundational Planning
Date Sent: N/A
Audience: All Users | Learn more about audiences
Description/Overview:
Use this email to promote Foundational Planning to eMoney users in your field. This communication features a webinar recording from members of the eMoney Financial Planning Group demonstrating how Foundational Planning can help users scale their planning needs. Encourage interested recipients to request a demo of eMoney Plus.
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.