The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a guide for reaching out to clients leading up to an annual review meeting. This communication speaks to the importance of making sure all account connections are up to date prior to the meeting.<\/p>\n","protected":false},"excerpt":{"rendered":"
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a guide for reaching out to clients leading up to an annual review meeting. This communication speaks to the importance of making sure all account connections are up to date prior to the meeting.<\/p>\n","protected":false},"author":1,"featured_media":1132,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[36,35],"tags":[150,84,83,92,149,93,148,94,143,86,147],"class_list":["post-1894","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investor","category-onboarding","tag-annual-review","tag-client-portal","tag-client-site","tag-client-facing","tag-connections","tag-investor-facing","tag-invitation","tag-knowledge-base","tag-meeting","tag-personal-financial-website","tag-review"],"acf":[],"yoast_head":"\n