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Communications Resource Center

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Value-Add - Compliance & Oversight

Advisor Assurance: Webinar

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Date Sent: N/A

Audience: All Users | Learn more about audiences

Description/Overview:

Looking to promote our compliance solution to your field of eMoney users? Repurpose this email template promoting a 20-minute webinar recording of our team discussing how Advisor Assurance bridges the gap between a firm’s financial planning and compliance efforts. Direct interested recipients to the Advisor Assurance sales page shared in the footer.

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Communications Resource Center

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.

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.