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Training
Migration Coming Soon, Why Migrate? (Opt-In)
When a firm rolls out a custom version of eMoney to their field, many times, there are users from your field already using the standard version of eMoney. We refer to the process of users moving from one version of eMoney to another as a “migration”. The two migration types…
Migration Training Invitation (Forced)
When a firm rolls out a custom version of eMoney to their field, many times, there are users from the field already using the standard version of eMoney. We refer to the process of users moving from one version of eMoney to another as a “migration”. The two migration types…
Migration is Live (Forced or Opt-In)
When a firm rolls out a custom version of eMoney to their field, many times, there are users from the field already using the standard version of eMoney. We refer to the process of users moving from one version of eMoney to another as a “migration”. The two migration types…
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a guide for encouraging clients to utilize the Goals feature of their Personal Financial Website. This communication highlights a training guide that can be included in the outreach to investors.
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 showcases the value of eMoney, focusing on the top-notch support eMoney provides – including our in-app resource center called the Knowledge Base, in-person and virtual trainings, and on-demand webinar sessions.
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 introduces the 5-part daily email course presented by eMoney’s Financial Planning Group, which examines the 5 most common hurdles to offering holistic planning, as well as the ways to conquer them. Use this email to promote Holistic Planning to your field.
Value-Add - Compliance & Oversight
Looking to promote our compliance solution to your field of eMoney users? Repurpose this email template promoting a 20-minute webinar recording of our team discussing how Advisor Assurance bridges the gap between a firm’s financial planning and compliance efforts. Direct interested recipients to the Advisor Assurance sales page shared in…
This email includes 3 separate holistic planning webinar replays that speak to the power of a Holistic Financial Planning strategy. Use this email to promote Holistic Planning to your field.
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.
