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Elevate system usage.
Encourage advisors to take advantage of additional offerings to elevate their marketing, compliance, and planning efforts.
Target users with thoughtful email campaigns that highlights our most integrated solution that enables planning for all clients regardless of financial situation, on a single platform—with content featuring eMoney's Premier subscription.
This email centers around holistic planning. Our planning site is broken out by key highlights in this communication, such as: explaining what holistic planning means and how it is defined, how holistic planning can help financial professionals, and where financial technology comes into play.
This email introduces The Heart of Advice (SM) which is the convergence of the head, heart, and hand to create an exceptional client experience. Promote Holistic Planning to your field by sharing this email, which includes an eBook explaining how financial professionals can dig deeper to see what is below…
This email introduces how today’s consumers are looking for a deeper relationship with their financial professionals. Their roles are evolving to be more of a life coach, tasked with providing a planning strategy that maps closely with a client’s personal values. Share this email, which includes an eBook with insights…
This email introduces the 5-part daily email course presented by eMoney’s Financial Planning Group, which examines the 5 most common hurdles to offering holistic planning, as well as the ways to conquer them. Use this email to promote Holistic Planning to your field.
This email includes 3 separate holistic planning webinar replays that speak to the power of a Holistic Financial Planning strategy. Use this email to promote Holistic Planning to your field.
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.
