Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
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Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
This onboarding series combines coaching and training progress goals, recommendations, and next steps to ensure your financial professionals are on the right track to implement a planning platform that will help them to grow their business, boost client satisfaction, and plan more efficiently.
We recommend sending this email week 14 of a new user’s learning journey.
*If you have your own coaching/training program or have a customized configuration of eMoney, download this template and repurpose the parts that are most applicable to your audience.
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.