Platform Essentials WorkshopLearn how to onboard a client, deliver a differentiated client experience, and develop a financial plan - quickly and efficiently.
In this session, we'll uncover:
- Features of the Client Portal so you can create a customized experience that best meets the needs of your clients
- Streamlined practices for onboarding a client
- Simplified approaches to easily produce financial plans with minimal client info and data entry
Details:
- Special: $200 per seat
- Qualifies for 4 CFP® Continuing Education Credits. Learn More
- Duration: 1/2 Day
WORKSHOPS CURRENTLY AVAILABLE:
Registration closes 24 hours prior to session.
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Custom Training
LOOKING FOR MORE PERSONALIZED TRAINING?
Design a customized virtual or in-person program to meet your training needs.
This approach is recommended for both long-time eMoney users looking for training on more in-depth topics or new users seeking group training to get their office up to speed.