Communication support for your advisor base. Learn more
Promote successful adoption.
This is one of the most important stages of your partnership with eMoney and the advisor lifecycle.
Prepare your field for a smooth onboarding experience, all positioned to guide new users from step by step.
Video Overview: The Learning Center
Welcome new users to the learning center, their one stop shop to become an expert on eMoney. Share this video to help your financial professionals start their training and access various courses, webinars, or videos, each building upon the last to build a complete understanding of the platform.
Schedule Your First Coaching Call (Meet Your Coach)
Welcome new users to eMoney and kick off their onboarding experience with personalized guidance. This email introduces the first step in the onboarding series: your first coaching call. It is designed to help financial professionals align their business goals with eMoney’s powerful planning tools, get oriented with platform settings and…
Schedule Your Second Coaching Call (You’re Crushing It!)
Welcome new users to eMoney and keep their onboarding experience moving forward with continued coaching and training. This email introduces the second coaching call, designed to help financial professionals maximize their use of aggregation feeds, complete setup, and stay on track with self-paced learning lessons in the Fundamentals phase. Although…
Schedule Your Third Coaching Call (Let’s Talk Client Portal)
Welcome new users to eMoney and help them take the next step in their onboarding experience with continued coaching and training. This email introduces the third coaching call in the onboarding series. It is designed to help financial professionals customize and roll out their Client Portal successfully and stay on…
Schedule Your Fourth Coaching Call (Let’s Talk Planning)
Welcome new users to eMoney and help them continue their onboarding experience with personalized coaching and training. This email introduces the fourth coaching call in the onboarding series, designed to help financial professionals enhance data entry workflows, review reports for data verification, and stay on track with self-paced learning lessons…
Schedule Your Fifth Coaching Call (Ready to Build a Plan?)
Help new users complete their onboarding experience with personalized coaching and training. This email introduces the fifth and final coaching call in the onboarding series, designed to help financial professionals prepare to present a plan and finish their self-paced learning lessons in the Beginner phase. Although everyone learns at their…
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