eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Speech Bubble Icon Have a Suggestion?
Home Office News Icon Home Office News

Communications Resource Center

Communication support for your advisor base. Learn more

Onboarding - Investor

Goals

Preview

Date Sent: 7 Weeks After Client Registers

Audience: Investor | Learn more about audiences

Description/Overview:

The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a guide for encouraging clients to utilize the Goals feature of their Personal Financial Website. This communication highlights a training guide that can be included in the outreach to investors.

What's included:

  • COPY
Download Assets
Email this item to yourself to
download on desktop:
Thank you - check your inbox for more details!
Sorry! There was an issue with your form submission.
Preview

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.