Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
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Description/Overview:
This email highlights the top-rated sessions from the 2025 virtual eMoney Summit, offering practical resources to help advisors apply key insights. It features an eBook exploring the role of AI in financial planning, a product roadmap unveiling platform enhancements, and a blog on asking better questions to build trust. Also included are a webinar on maximizing client engagement through the Premium Client Portal and a self-directed course on estate planning essentials. A full recap of the Summit is available for attendees who want to revisit all the sessions.
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.