Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: 1 Day after subscribing to Bamboo
Audience: Marketing Subscribers | Learn more about audiences
Description/Overview:
This is the first email of our refreshed 15-week Bamboo onboarding series highlighting a 90-second introductory video and a heads-up about when the recipient should expect their next email. Marketing may seem overwhelming for some, so we break down the steps into bite-size pieces. If your team prohibits eMoney from communicating directly with your advisors, or if the financial professionals in your office have a configured version of Bamboo, we recommend repurposing this onboarding series.
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.