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 help them take the next step in their onboarding experience with continued coaching and training. This email introduces the third coaching call in the onboarding series. It is designed to help financial professionals customize and roll out their Client Portal successfully and stay on track with self-paced learning lessons in the Fundamentals phase.
Although everyone learns at their own pace, encouraging momentum is critical. We recommend sending this email after the second coaching call and continuing gentle reminders until the third coaching call is booked and completed. Coaching Call 3 should be completed by month 3. 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.