Communication support for your advisor base. Learn more
Generate eMoney interest.
Help your advisors see the value in adopting eMoney into their practices.
Showcase the value of planning and eMoney business development tools to evolve with clients' needs, and launch thoughtful campaigns to effectively target, nurture, and convert clients digitally.
Slick: How Financial Planning Drives Growth – Survey Results
This slick highlights the measurable business impact of financial planning and why firms that lead with planning grow faster. It provides data backed insight you can use to reinforce the value of planning as a driver of revenue, client satisfaction, retention, and differentiation. Use this resource to support strategic conversations…
Infographic: 5 Ways Financial Planners can go from Good to Great
Share this infographic to provide advisors with tips to improve the quality of their practice. Share these 5 tips to take things to the next level, including resources to dive deeper into each topic.
Infographic: 7 Ways Advisors Can Surprise and Delight Clients
Share this infographic to help advisors build strong client relationships. The graphic includes 7 tips to provide exceptional service and an example calendar to follow.
eBook: Unlocking the Value of Financial Planning
Financial planning has real, tangible value. Yet communicating that value as the planning process becomes more complex and personalized can be a daunting task. Share this eBook as a guide to talking about the value a financial planner represents in this newest evolution of advice. Drawing on the latest research,…
eBook: Using the Data You Have to Evolve Your Business and Client Relationships
Introducing financial planning into your practice or expanding the planning you are already doing is a powerful way to grow your business. Check out our eBook, From Portfolio Manager to Financial Planner Using the Data You Have to Evolve Your Business and Client Relationships, to learn how to maximize the…
eBook: Personalizing the 7-step Financial Planning Process
Advisors who already follow the practice standards set in the CFP Board’s seven-step financial planning process may be providing clients with transparent, holistic views of their finances. But advisors who learn how to personalize every…
This email template focuses on how non-eMoney users can leverage eMoney’s interactive planning capabilities to help clients achieve their goals and demonstrate how decisions today can impact their future.
This email template centers around how non-eMoney users can grow their business and deliver more financial plans through the power of an integrated planning and marketing platform. Recipients are encouraged to request a demo for more information.
This email template highlights the high-quality support financial professionals receive from eMoney – including access to our team of Certified Financial Planners® and free Continuing Education sessions.
This email template focuses on how non-eMoney users can take a holistic approach to financial planning with eMoney’s comprehensive solutions – like data aggregation, the client experience, and financial planning capabilities.
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.
