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Planning
Engagement - Best Practices - Growth - Planning
eBook: Unlocking the Value of Financial Planning
Financial planning has real, tangible value. Yet communicating that value as the planning process becomes more complex and personalized can be a daunting task. Share this eBook as a guide to talking about the value a financial planner represents in this newest evolution of advice. Drawing on the latest research,…
This email template showcases how an office shifted from tax management to building planning-first relationships through holistic planning, leading to 3,000% growth.
This email template focuses on how non-eMoney users can leverage eMoney’s interactive planning capabilities to help clients achieve their goals and demonstrate how decisions today can impact their future.
This email template showcases the value of eMoney, focusing on using collaborative financial planning to build stronger client relationships, streamline business operations, and drive revenue and growth.
Client Portal Introduction and Overview
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a place to start when engaging with clients who have recently activated their Client Sites. We recommend users kick-off their investor communication series with this template, which highlights the Getting Started Guide…
Use this email template to share key information about the eMoney Premier package, which includes a short video overview, and directs recipients to sign up for a demo if interested.
Use this email template to showcase the value of Advanced Planning capabilities to eMoney users in your field who may be ready to upgrade. Capabilities mentioned include: the platform, advanced planning, and advanced analytics. For those interested, direct them to sign up for a demo.
Value-Add - Foundational Planning
Watch How to Deliver More Plans to More Clients
Use this email to promote Foundational Planning to eMoney users in your field. This communication features a short webinar recording showcasing how to deliver more plans to more clients using Foundational Planning. Encourage interested recipients to request a demo of eMoney Plus.
This email template shares how this eMoney client scaled planning-centric advice across multiple generations—creating continuity for its clients while driving sustainable growth for the firm.
The Future of Advanced Planning
This email template includes an introduction and short video about the future of eMoney advanced planning capabilities and can serve as an advanced planning promotion to existing eMoney users in your field.
This email template centers around how non-eMoney users can grow their business and deliver more financial plans through the power of an integrated planning and marketing platform. Recipients are encouraged to request a demo for more information.
Value-Add - Foundational Planning
Life Insurance Gap Analysis Webinar
Use this email to promote Foundational Planning to eMoney users in your field. This communication features a webinar recording from members of the eMoney Financial Planning Group demonstrating how Foundational Planning can help users scale their planning needs. Encourage interested recipients to request a demo of eMoney Plus.
This email template highlights the high-quality support financial professionals receive from eMoney – including access to our team of Certified Financial Planners® and free Continuing Education sessions.
This email introduces The Heart of Advice (SM) which is the convergence of the head, heart, and hand to create an exceptional client experience. Promote Holistic Planning to your field by sharing this email, which includes an eBook explaining how financial professionals can dig deeper to see what is below…
This email template focuses on how non-eMoney users can take a holistic approach to financial planning with eMoney’s comprehensive solutions – like data aggregation, the client experience, and financial planning capabilities.
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.
