Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: Wednesday, July 22, 2026
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
July’s Best Practices email walks advisors through five ways to turn their existing planning foundations into advice that resonates with each client. It shows how to align on what “success” actually means by adjusting Monte Carlo scoring, shape CoPlanner preferences around client priorities, make trade-offs visible and collaborative in Plan Comparison, present plans using the right format for each conversation with Multi-View, Presentation View, and Presentations, and design a Client Portal and Vault experience that supports focus and understanding, helping advisors deliver advice that feels tailored without rebuilding plans.
The email also highlights an upcoming CoPlanner live session on turning planning systems into more meaningful client decisions, an on-demand webinar on balancing innovation and empathy in client relationships, and a Client Portal experience guide to help advisors configure the portal around what matters most to each client.
What's included:
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