Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: N/A
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
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.
If you’re interested in sending ongoing Training emails, explore the Engagement > Training tab of the CRC for additional resources.
*If you have your own coaching/training program or have a customized configuration of eMoney, download this template and repurpose the parts that are most applicable to your audience.
What's included:
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.