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Communications Resource Center

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Value-Add - Foundational Planning

Creating Value by Meeting Client Planning Needs

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Date Sent: N/A

Audience: All Users | Learn more about audiences

Description/Overview:

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.

What's included:

  • COPY
  • IMAGE – Header
  • IMAGE – Whitepaper graphic
  • PDF – Creating Value by Meeting Client Planning Needs from Foundational to Complex
  • SITE – Request a demo: eMoney Plus
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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.