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Communications Resource Center

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Engagement - Best Practices

Client Email #3 (Financial Planning): Tools That Bring Your Financial Plan to Life

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Date Sent: N/A

Audience: End Clients | Learn more about audiences

Description/Overview:

Client understanding and confidence are strengthened when financial plans are transparent and collaborative. This email highlights the planning tools available through the client portal that help visualize outcomes and compare scenarios. Share this resource to encourage advisors to engage clients directly in the planning process.

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Communications Resource Center

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.

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.