{"id":7237,"date":"2025-12-01T20:50:58","date_gmt":"2025-12-01T20:50:58","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=7237"},"modified":"2025-12-01T21:25:54","modified_gmt":"2025-12-01T21:25:54","slug":"schedule-your-fifth-coaching-call-ready-to-build-a-plan","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/schedule-your-fifth-coaching-call-ready-to-build-a-plan\/","title":{"rendered":"Schedule Your Fifth Coaching Call (Ready to Build a Plan?)"},"content":{"rendered":"<p>Help new users complete their onboarding experience with personalized coaching and training. This email introduces the fifth and final coaching call in the onboarding series, designed to help financial professionals prepare to present a plan and finish their self-paced learning lessons in the <em>Beginner<\/em> phase.<\/p>\n<p><strong>Although everyone learns at their own pace, encouraging momentum is critical. We recommend sending this email after the fourth coaching call and continuing gentle reminders until the fifth coaching call is booked and completed. Coaching Call 5 should be completed by month 6.\u00a0<\/strong><span data-teams=\"true\">To encourage action, try switching up the subject lines with every reminder.<\/span><\/p>\n<p><em>*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":"<p>Help new users complete their onboarding experience with personalized coaching and training. This email introduces the fifth and final coaching call in the onboarding series, designed to help financial professionals prepare to present a plan and finish their self-paced learning lessons in the Beginner phase. Although everyone learns at their own pace, encouraging momentum is [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":7389,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[39,35],"tags":[],"class_list":["post-7237","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-new-to-emoney","category-onboarding"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Schedule Your Fifth Coaching Call (Ready to Build a Plan?) - 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 Fifth Coaching Call (Ready to Build a Plan?) - eMoney\" \/>\n<meta property=\"og:description\" content=\"Help new users complete their onboarding experience with personalized coaching and training. This email introduces the fifth and final coaching call in the onboarding series, designed to help financial professionals prepare to present a plan and finish their self-paced learning lessons in the Beginner phase. 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