Thursday, January 23 | 2:00 p.m. ET Get an inside look at how you can automate reoccurring tasks to attract new business, nurture leads, and optimize productivity.
For everything from comprehensive onboarding to success coaching to expert-level assistance, we’re here to help.
The FPG team is comprised of 20 members who are certified or working towards CFP® certification. In addition to helping guide the development of our tools, they are available to provide advisors with insights and coaching on the most advanced planning techniques.LEARN MORE ABOUT
Our training team is available for in-person and virtual training sessions and success coaching to help users master the eMoney platform.LEARN MORE ABOUT
Our highly trained client support specialists are available to answer any questions you have about working within our application Monday through Friday, 8:00 a.m. to 8:00 p.m. ET.CONTACT CLIENT
Enlist our data entry team to manage the input of your clients’ data so you can focus on what you do best: building relationships that grow your business.LEARN ABOUT OUR