{"id":8772,"date":"2026-03-25T18:11:39","date_gmt":"2026-03-25T18:11:39","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=8772"},"modified":"2026-03-25T18:11:39","modified_gmt":"2026-03-25T18:11:39","slug":"make-planning-conversations-more-impactful-with-multi%e2%80%91view","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/make-planning-conversations-more-impactful-with-multi%e2%80%91view\/","title":{"rendered":"Make Planning Conversations More Impactful with Multi\u2011View"},"content":{"rendered":"<p>This Best Practices email is designed to help advisors elevate the impact of their planning conversations, making it easier to deliver clear, confident guidance that clients can act on. It highlights how <strong>Multi\u2011View<\/strong> in <strong>Decision Center<\/strong> simplifies complex tradeoffs, keeps conversations centered on client goals, and reduces prep and follow\u2011up time so advisors can focus more on advice, not logistics.<\/p>\n<p>The email includes a new blog post with practical ways to use <strong>Multi\u2011View<\/strong> in real\u2011time discussions, a short video showing the evolution from manual uploads to automated, dynamic views, and curated Knowledge Base resources that help advisors get up to speed in under 10 minutes.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This Best Practices email is designed to help advisors elevate the impact of their planning conversations, making it easier to deliver clear, confident guidance that clients can act on. It highlights how Multi\u2011View in Decision Center simplifies complex tradeoffs, keeps conversations centered on client goals, and reduces prep and follow\u2011up time so advisors can focus [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":8782,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[25,24],"tags":[],"class_list":["post-8772","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-best-practices","category-engagement"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Make Planning Conversations More Impactful with Multi\u2011View - 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=\"Make Planning Conversations More Impactful with Multi\u2011View - eMoney\" \/>\n<meta property=\"og:description\" content=\"This Best Practices email is designed to help advisors elevate the impact of their planning conversations, making it easier to deliver clear, confident guidance that clients can act on. 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