Communications Resource Center
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Communication support for your advisor base. Learn more
Date Sent: Preior to Client Review
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 reaching out to clients leading up to an annual review meeting. This communication speaks to the importance of making sure all account connections are up to date prior to the meeting.
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.