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.
Drive interest about Foundational Planning's intuitive, streamlined, goals-based solution that builds more planning-led relationships and delivers more plans to more clients—with content featuring eMoney's Plus subscription.
Watch How to Deliver More Plans to More Clients
Use this email to promote Foundational Planning to eMoney users in your field. This communication features a short webinar recording showcasing how to deliver more plans to more clients using Foundational Planning. Encourage interested recipients to request a demo of eMoney Plus.
Life Insurance Gap Analysis Webinar
Use this email to promote Foundational Planning to eMoney users in your field. This communication features a webinar recording from members of the eMoney Financial Planning Group demonstrating how Foundational Planning can help users scale their planning needs. Encourage interested recipients to request a demo of eMoney Plus.
Intro to Foundational Planning
Use this email to promote Foundational Planning to eMoney users in your field. This communication features a 90-second promotional video for Foundational Planning, along with a compelling statistic to promote the value. Encourage interested recipients to request a demo of eMoney Plus.
Creating Value by Meeting Client Planning Needs
Use this email to promote Foundational Planning to eMoney users in your field. This communication features a whitepaper sharing how to streamline the financial planning process by creating value by meeting client planning needs. Encourage interested recipients to request a demo of eMoney Plus.
4 Steps for a Client Retirement Goal
Use this email to promote Foundational Planning to eMoney users in your field. This communication showcases a 4-step example of how a financial professional using Foundational Planning would support their client with a retirement goal in mind and demonstrate probability of success. Encourage interested recipients to request a demo of…
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