Communications Resource Center

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.

Welcome to the Getting Started Program

Welcome new users to eMoney and kick-off their onboarding process. This onboarding series combines coaching and training progress goals, recommendations, and next steps to ensure your financial professionals are on the right track to implement a planning platform that will help them to grow their business, boost client satisfaction, and…

Week 2 Progess and Next Steps (Getting Started)

Remind new users to continue their onboarding process. This onboarding series combines coaching and training progress goals, recommendations, and next steps to ensure your financial professionals are on the right track to implement a planning platform that will help them to grow their business, boost client satisfaction, and plan more…

Week 3 Progress and Next Steps (Navigation and Settings)

Encourage users to log in to the Learning Center to begin the Setup courses to learn the foundation of their planning platform. This onboarding series combines coaching and training progress goals, recommendations, and next steps to ensure your financial professionals are on the right track to implement a planning platform…

Week 4 Progress and Next Steps (Connections and Integrations)

Now it’s time to log in to the Learning Center to learn how to set up Connections, Integrations, and more. This onboarding series combines coaching and training progress goals, recommendations, and next steps to ensure your financial professionals are on the right track to implement a planning platform that will…

Week 6 Progress and Next Steps (Connection Maintenance and Data Entry)

After users set up their connections and integrations, they’ll learn how to maintain accurate connected data and input additional facts. This onboarding series combines coaching and training progress goals, recommendations, and next steps to ensure your financial professionals are on the right track to implement a planning platform that will…

Week 8 Progress and Next Steps (Client Portal)

Next up is rolling out the Client Portal and driving client engagement. This onboarding series combines coaching and training progress goals, recommendations, and next steps to ensure your financial professionals are on the right track to implement a planning platform that will help them to grow their business, boost client…

Week 10 Progress and Next Steps

This onboarding series combines coaching and training progress goals, recommendations, and next steps to ensure your financial professionals are on the right track to implement a planning platform that will help them to grow their business, boost client satisfaction, and plan more efficiently. We recommend sending this email week 10…

Week 12 Progress and Next Steps

This onboarding series combines coaching and training progress goals, recommendations, and next steps to ensure your financial professionals are on the right track to implement a planning platform that will help them to grow their business, boost client satisfaction, and plan more efficiently. We recommend sending this email week 12…

Week 14 Progress and Next Steps

This onboarding series combines coaching and training progress goals, recommendations, and next steps to ensure your financial professionals are on the right track to implement a planning platform that will help them to grow their business, boost client satisfaction, and plan more efficiently. We recommend sending this email week 14…

Week 16 Progress and Next Steps (Interactive Planning Tools)

Finally, learn how to present to clients using Interactive Planning Tools. This onboarding series combines coaching and training progress goals, recommendations, and next steps to ensure your financial professionals are on the right track to implement a planning platform that will help them to grow their business, boost client satisfaction,…

Completion of Getting Started Program

Congratulate new users on completing their getting started program and encourage them to continue on their eMoney learning journey. Your financial professionals now have access to an in-app library of training content for intermediate and advanced users that they can access using the Training tab on their eMoney navigation bar.