eMoney Advisor Client Subscription Center

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eMoney is dedicated to helping CFP® professionals increase their financial planning proficiency, so we offer at least one Continuing Education (CE) webinar each month, so you can acquire many of the biennial CE credits you need. Join us live for our monthly webinar and we’ll report your attendance to the CFP Board, and you’ll receive confirmation when credits are awarded.
Subscribers of Bamboo are eligible to receive regular newsletters featuring new content, and communication strategy advice for communicating with clients and prospects.
Regular tips on how you can use eMoney in your practice, use cases from other advisors, and strategic advice for real-life applications to encourage business and process efficiencies.
Monthly newsletter featuring the most popular thought leadership, best practices, and advisor perspectives posts from the Heart of Advice blog.
eMoney training experts travel across the country to host interactive workshops designed to fit your needs. Receive a heads up when they’ll be in a city near you or when they may be hosting virtual sessions.
Successfully adopting eMoney into your business is one of the most important stages of your relationship with us. Receive best practices to help make the implementation into your business smooth.
About once a month, we’ll send an email to keep you in the loop with all important system enhancements so you can keep running your business efficiently. We highly recommend remaining subscribed to these updates.
The annual eMoney Summit connects the industry’s top financial professional with our Trainers, Planners, Developers, and more, to help your master eMoney and develop strategies to help you win with your clients. Receive special offers and highlights for the event.
Live webinar trainings cover a host of topics, all designed to help you use eMoney to its fullest potential. Training series topics range from core concepts for eMoney beginners, to trainings for intermediate and advanced users to deepen your knowledge of the platform and uncover best practices, and more.
eMoney offers monthly webinars spanning across many topics delivering thought leadership, practice management, continuing education, and technology adoption resources. Join these webinars or catch the on-demand recordings to stay up to speed on industry updates and content that covers business development, client experience, marketing, technology, security, financial planning, and more.
Get thought leadership and practice management content including tips, best practices, and resources you can use to grow your business and provide your clients with an exceptional client experience.
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