Communication support for your advisor base. Learn more
Elevate system usage.
Encourage advisors to take advantage of additional offerings to elevate their marketing, compliance, and planning efforts.
Encourage users to protect their firm from compliance gaps with smart, automated controls that track and record important interactions and changes with targeted communications.
Advisor Assurance: Act In Your Clients’ Best Interest
Looking to promote our compliance solution to your field of eMoney users? Repurpose this email template which speaks to how Advisor Assurance provides digital documentation for all key client-advisor interactions and recommendations. Include the short 75-second video case study, and direct interested recipients to the Advisor Assurance sales page shared…
Advisor Assurance: Overview Pt. 1
Looking to promote our compliance solution to your field of eMoney users? Repurpose this email template which outlines the value proposition for Advisor Assurance and a few key aspects of the tool. Direct interested recipients to the Advisor Assurance sales page shared in the footer.
Advisor Assurance: Overview Pt. 2
Looking to promote our compliance solution to your field of eMoney users? Repurpose this email template which outlines the value proposition for Advisor Assurance and a few key aspects of the tool. Direct interested recipients to the Advisor Assurance sales page shared in the footer.
Advisor Assurance: Protect Your Firm from Compliance Gaps
Looking to promote our compliance solution to your field of eMoney users? Launch a campaign using this email template, which concisely showcases who may be best suited for Advisor Assurance.
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…
Advisor Assurance Coming Soon Template
If you are rolling out Advisor Assurance to a select group of eMoney users in your field, or to all your financial professionals, we recommend repurposing this email template for a communication prior to launching the tool.
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.
