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Encourage ongoing engagement.
Once advisors have adopted the software into their business, support continued usage among your field.
See how we position special offers and highlights for our upcoming annual eMoney Summit, connecting the industry's top financial professional with our trainers, planners, developers, and more, to help users master eMoney and develop strategies to help them win with their clients.
Email: Mainstage and Keynote Speaker Highlight
This email template introduces the mainstage keynote speakers for the virtual 2026 eMoney Summit, helping you build advisor excitement ahead of the event. Highlight eMoney leaders and keynote speakers, including bestselling authors and industry experts, giving your advisors a compelling preview of the ideas and perspectives that will shape three…
Email: Highlight of Previously Popular Sessions
This email template connects the upcoming 2026 Summit sessions to the sessions advisors found most valuable at the 2025 virtual eMoney Summit. Highlight last year’s most popular breakout sessions, complete with real advisor testimonials—then point your advisors to the related 2026 sessions waiting for them, making it easy to show…
This email template promotes exclusive firm pricing for the virtual 2026 eMoney Summit to your advisors. Highlight the special registration rate available to your firm, along with a personalized promo code and ticket price, to make it easy to drive advisor registrations and meet your firm’s registration commitment.
Agenda: 2026 Summit High-Level Agenda
Give your advisors an early look at what’s in store at the 2026 virtual eMoney Summit. This high-level agenda provides an overview of keynote presentations, educational sessions, networking opportunities, sponsor events, and CFP® continuing education offerings across all three days of the event. Share this resource to help advisors identify…
Email: 2026 Summit Agenda Is Live
Give your advisors a first look at the 2026 eMoney Summit agenda, highlighting educational sessions, learning tracks, networking opportunities, and CFP® continuing education offerings. Share this resource to help advisors explore content tailored to their experience level, preview key sessions from eMoney leadership, and begin planning a Summit experience that…
Video: Powering What’s Possible
Powering What’s Possible explores how eMoney helps advisors reduce friction, uncover insights faster, and create more time for what matters most.
Email: 2026 Summit Theme – Powering What’s Possible
At this year’s eMoney Summit, we’re focused on Powering What’s Possible for advisors and their clients. The event highlights the critical role advisors play in guiding financial journeys while offering insights, strategies, and tools to help deepen relationships and drive better outcomes.
Email: 2026 Summit Registration is Open
Registration is officially open for the virtual 2026 eMoney Summit, happening October 19–21! This year’s theme, Powering What’s Possible, celebrates the essential role your advisors play in helping clients move forward with clarity and confidence—no matter where they are on their financial journey.
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.
