{"id":9376,"date":"2026-05-08T19:13:30","date_gmt":"2026-05-08T19:13:30","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=9376"},"modified":"2026-05-08T19:13:30","modified_gmt":"2026-05-08T19:13:30","slug":"slick-emoney-core-package-overview","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/","title":{"rendered":"Slick: eMoney Core Package Overview"},"content":{"rendered":"<p>This slick provides a clear, high level view of the eMoney Core experience and how it helps advisors start meaningful, goal focused conversations quickly. It shows how advisors can use <strong>simple, topical planning experiences to engage clients around essential financial needs<\/strong>, demonstrate value in minutes, and create a natural path toward deeper conversations and ongoing engagement.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This slick provides a clear, high level view of the eMoney Core experience and how it helps advisors start meaningful, goal focused conversations quickly. It shows how advisors can use simple, topical planning experiences to engage clients around essential financial needs, demonstrate value in minutes, and create a natural path toward deeper conversations and ongoing [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":9446,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[29,32],"tags":[],"class_list":["post-9376","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-growth","category-value-of-emoney"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Slick: eMoney Core Package Overview - 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=\"Slick: eMoney Core Package Overview - eMoney\" \/>\n<meta property=\"og:description\" content=\"This slick provides a clear, high level view of the eMoney Core experience and how it helps advisors start meaningful, goal focused conversations quickly. It shows how advisors can use simple, topical planning experiences to engage clients around essential financial needs, demonstrate value in minutes, and create a natural path toward deeper conversations and ongoing [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-08T19:13:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/05\/eMoney-Core-Package-Overview.png\" \/>\n\t<meta property=\"og:image:width\" content=\"716\" \/>\n\t<meta property=\"og:image:height\" content=\"927\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sabrina Eisen\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sabrina Eisen\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-emoney-core-package-overview\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-emoney-core-package-overview\\\/\"},\"author\":{\"name\":\"Sabrina Eisen\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\"},\"headline\":\"Slick: eMoney Core Package Overview\",\"datePublished\":\"2026-05-08T19:13:30+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-emoney-core-package-overview\\\/\"},\"wordCount\":61,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-emoney-core-package-overview\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/eMoney-Core-Package-Overview.png\",\"articleSection\":[\"Growth\",\"Value of eMoney\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-emoney-core-package-overview\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-emoney-core-package-overview\\\/\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-emoney-core-package-overview\\\/\",\"name\":\"Slick: eMoney Core Package Overview - eMoney\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-emoney-core-package-overview\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-emoney-core-package-overview\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/eMoney-Core-Package-Overview.png\",\"datePublished\":\"2026-05-08T19:13:30+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-emoney-core-package-overview\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/slick-emoney-core-package-overview\\\/#primaryimage\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/eMoney-Core-Package-Overview.png\",\"contentUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/eMoney-Core-Package-Overview.png\",\"width\":716,\"height\":927},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/\",\"name\":\"eMoney\",\"description\":\"Client Communications Resource Center\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\",\"name\":\"Sabrina Eisen\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"caption\":\"Sabrina Eisen\"},\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/author\\\/seisen\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Slick: eMoney Core Package Overview - eMoney","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_US","og_type":"article","og_title":"Slick: eMoney Core Package Overview - eMoney","og_description":"This slick provides a clear, high level view of the eMoney Core experience and how it helps advisors start meaningful, goal focused conversations quickly. It shows how advisors can use simple, topical planning experiences to engage clients around essential financial needs, demonstrate value in minutes, and create a natural path toward deeper conversations and ongoing [&hellip;]","og_url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/","og_site_name":"eMoney","article_published_time":"2026-05-08T19:13:30+00:00","og_image":[{"width":716,"height":927,"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/05\/eMoney-Core-Package-Overview.png","type":"image\/png"}],"author":"Sabrina Eisen","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Sabrina Eisen"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/#article","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/"},"author":{"name":"Sabrina Eisen","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888"},"headline":"Slick: eMoney Core Package Overview","datePublished":"2026-05-08T19:13:30+00:00","mainEntityOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/"},"wordCount":61,"commentCount":0,"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/05\/eMoney-Core-Package-Overview.png","articleSection":["Growth","Value of eMoney"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/","name":"Slick: eMoney Core Package Overview - eMoney","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website"},"primaryImageOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/#primaryimage"},"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/05\/eMoney-Core-Package-Overview.png","datePublished":"2026-05-08T19:13:30+00:00","author":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/slick-emoney-core-package-overview\/#primaryimage","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/05\/eMoney-Core-Package-Overview.png","contentUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/05\/eMoney-Core-Package-Overview.png","width":716,"height":927},{"@type":"WebSite","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/","name":"eMoney","description":"Client Communications Resource Center","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888","name":"Sabrina Eisen","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","caption":"Sabrina Eisen"},"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/author\/seisen\/"}]}},"_links":{"self":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/9376","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/comments?post=9376"}],"version-history":[{"count":4,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/9376\/revisions"}],"predecessor-version":[{"id":9521,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/9376\/revisions\/9521"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media\/9446"}],"wp:attachment":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media?parent=9376"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/categories?post=9376"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/tags?post=9376"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}