{"id":7201,"date":"2025-12-01T20:52:39","date_gmt":"2025-12-01T20:52:39","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=7201"},"modified":"2025-12-01T21:26:05","modified_gmt":"2025-12-01T21:26:05","slug":"schedule-your-third-coaching-call-lets-talk-client-portal","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-third-coaching-call-lets-talk-client-portal\/","title":{"rendered":"Schedule Your Third Coaching Call (Let’s Talk Client Portal)"},"content":{"rendered":"

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<\/em> phase.<\/p>\n

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.\u00a0<\/strong>To encourage action, try switching up the subject lines with every reminder.<\/span><\/p>\n

*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.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

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 […]<\/p>\n","protected":false},"author":16,"featured_media":7381,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[39,35],"tags":[],"class_list":["post-7201","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-new-to-emoney","category-onboarding"],"acf":[],"yoast_head":"\nSchedule Your Third Coaching Call (Let's Talk Client Portal) - eMoney<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Schedule Your Third Coaching Call (Let's Talk Client Portal) - eMoney\" \/>\n<meta property=\"og:description\" content=\"Welcome new users to eMoney and help them take the next step in their onboarding experience with continued coaching and training. 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