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 advisor-facing email serves as a follow-up to the initial CoPlanner introduction, directing advisors who want deeper context to a podcast conversation and an upcoming live webinar. These resources provide a closer look at how CoPlanner identifies planning opportunities and fits into real-world advisor workflows. Share this follow-up to sustain momentum, deepen understanding, and support more confident, informed use of the tool.
What's included:
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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.