{"id":7225,"date":"2025-12-01T20:51:53","date_gmt":"2025-12-01T20:51:53","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=7225"},"modified":"2025-12-01T21:26:00","modified_gmt":"2025-12-01T21:26:00","slug":"schedule-your-fourth-coaching-call-lets-talk-planning","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-fourth-coaching-call-lets-talk-planning\/","title":{"rendered":"Schedule Your Fourth Coaching Call (Let’s Talk Planning)"},"content":{"rendered":"

Welcome new users to eMoney and help them continue their onboarding experience with personalized coaching and training. This email introduces the fourth coaching call in the onboarding series, designed to help financial professionals enhance data entry workflows, review reports for data verification, and stay on track with self-paced learning lessons in the Beginner<\/em> phase.<\/p>\n

Although everyone learns at their own pace, encouraging momentum is critical. We recommend sending this email after the third coaching call and continuing gentle reminders until the fourth coaching call is booked and completed. Coaching Call 4 should be completed by month 5.\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 continue their onboarding experience with personalized coaching and training. This email introduces the fourth coaching call in the onboarding series, designed to help financial professionals enhance data entry workflows, review reports for data verification, and stay on track with self-paced learning lessons in the Beginner phase. Although […]<\/p>\n","protected":false},"author":16,"featured_media":7385,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[39,35],"tags":[],"class_list":["post-7225","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-new-to-emoney","category-onboarding"],"acf":[],"yoast_head":"\nSchedule Your Fourth Coaching Call (Let's Talk Planning) - 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 Fourth Coaching Call (Let's Talk Planning) - eMoney\" \/>\n<meta property=\"og:description\" content=\"Welcome new users to eMoney and help them continue their onboarding experience with personalized coaching and training. 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