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:
Welcome new users to eMoney and kick off their onboarding experience with personalized guidance. This email introduces the first step in the onboarding series: your first coaching call. It is designed to help financial professionals align their business goals with eMoney’s powerful planning tools, get oriented with platform settings and connections, and receive tailored training recommendations for self-paced and live learning.
Although everyone learns at their own pace, encouraging momentum is critical. We highly recommend sending this email as soon as a new user joins eMoney, along with gentle reminders every 2 weeks until the coaching call is booked and completed. To encourage action, try switching up the subject lines with every reminder.
*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.
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.