Recorded Webinars


April 24th, 2024 - Decision Center Deep Dive

This session is entirely dedicated to our Decision Center interactive planning tool. We will cover all of the features, including the recent updates in the tool while showing how to effectively utilize this tool in a comprehensive planning meeting.

March 27th, 2024 - Meet the eMoney Sample Clients

eMoney has several Sample Clients. But when and how should you use them? Join us to learn the many ways in which Sample Clients can bring value to your eMoney experience.

February 28th, 2024 - Best Practices in Managing Connections

One of the greatest capabilities that eMoney offers is the ability to connect assets. In this session, you will learn generally about connections, tips, tricks, and other best practices in problem solving connections issues, and how to best position to clients.

January 31st, 2024 - Using eMoney for an End of Year and Beginning of Year Review 

The beginning and end of the year can be a very busy time in our lives, especially in the financial planning world.  Join us to learn how you can use eMoney to finalize the end of a year of planning, and begin the new year on the right foot in terms of client information, goals, and objectives.

November 29th, 2023 - Prospecting with eMoney

Tune in and learn how to use eMoney's business development tools, like Lead Capture, Analytics, and Bamboo, to attract and retain clients..

September 27th, 2023 - Education Planning in eMoney

In this session, we will cover how to utilize eMoney to help your clients visualize, strategize, and achieve their education expense goals.

August 30th, 2023 - Best Practices for a Successful Client Site Rollout

This session will talk you through our best practices for a successful client portal rollout and how to have a high adoption rate in client usage.

July 26th, 2023 - Long Term Care and Disability Insurance Planning

Learn how insurance planning in eMoney can give your clients peace of mind for their future by protecting the ones they love.

June 28th, 2023 - Decision Center Deep Dive

This session is entirely dedicated to our Decision Center interactive planning tool. We will cover all of the features, including the recent updates in the tool while showing how to effectively utilize this tool in a comprehensive planning meeting.

May 31st, 2023 - Trending Coaching Topics

This session will focus on the most popular topics this year within Success Coaching. These tips and best practices will focus more on process flow and practical application.

April 26th, 2023 - Trending Customer Service Topics

This month we are looking at the most popular topics from you, our customer base, to our customer service team. This session will be a mixed bag of topics suitable for all where we will share things ranging from best practices to troubleshooting based on the topics we have the most questions about this year for our platform.

March 29th, 2023 - Modeling Divorce in eMoney

Divorce is always a delicate situation, and this session will show you how to model it within the eMoney platform. We'll demonstrate how to split a household and assets into separate client profiles.

February 22nd, 2023 - Spotlight on Decision Center

Are you using all that the Decision Center has to offer? Join us as we take a detailed look at all the features and functionality of the Decision Center.

January 25th, 2023 - Impactful Prospecting with Needs Analysis

In this session, we will demonstrate how the needs analysis tool can add impact to your conversations with prospects. This tool gives you the opportunity to quickly provide high-level analysis with limited data entry and is complete with an end deliverable.

December 28th, 2022 - Marketing with eMoney Tools

This session will explore specific marketing tools available within the platform like Lead Capture and Bamboo, while also covering best practices for utilizing other aspects of the platform with potential clients.

November 30th, 2022 - Buy/Sell Transactions Examined

In this session we will take you on a deep dive of buy/sell transactions highlighting some unique features, common missteps, and best practices.

October 26th, 2022 - Collaboration Opportunities in eMoney

eMoney is a planning platform that strives to make your tech stack work more cohesively but it also strives to make collaboration as easy as possible. This session will cover aspects such as sharing rules and alliance partners as well as some efficiency tips throughout the platform.

September 28th, 2022 - Advisor Process Checklist

This session will provide a high-level overview of important initial steps and best practices for a successful rollout of the eMoney application.

August 31st, 2022 - Creating Your Own Presentation Template

Creating a custom presentation is a powerful capability that provides a plethora of detail-oriented choices. This session will cover the available options while providing efficiency tips throughout.

July 27th, 2022 - Using Decision Center with Its Recent Updates

The Decision Center has become an interactive planning powerhouse with many updates in the last few months. This session will explore how to efficiently utilize the tool while focusing on the recent updates.

June 29th, 2022 - Embarking on Your eMoney Journey

If you are a new user on the platform, you won't want to miss this session! We will show you the best resources to utilize to become proficient on the platform and explain a process you can follow to become an efficient eMoney user.

May 26th, 2022 - Customizing the Client Portal for Differing Needs

The client portal has a variety of features that can suite diverse purposes. Tune in to see examples of how to customize your client portal for different client or business needs.

April 28th, 2022 - Troubleshooting Advisor and Client Connections

In this session we will review how to efficiently troubleshoot advisor and client connections, what the various troubleshooting errors actually mean, how to set troubleshooting expectations with your client, and how connection types are relevant to the error you see and what can be done to resolve these errors.

March 23rd, 2022 - Interactively Create Impactful Plans

Our three interactive planning tools, Goal Planner, Decision Center, and Foundational Planning, can accommodate mid-meeting client requests. This session will help you develop the skill of being able to pivot and show alternate examples while presenting to the client, affording them a more meaningful experience.

March 9th, 2022 - How to Use Customer Service Resources

In this session we will discuss how and when to use our customer support phone line, our chat resource, and our email support resource and what is needed when you utilize these resources to maximize the support you receive.

February 23rd, 2022 - Decision Center: Interactive Planning Powerhouse

Join us for some examples of presenting with Decision Center. Learn all about its many charts and other options for visually engaging your client and how to  deliver more powerful planning.

February 9th, 2022 - Explore Client Site Planning

With the introduction of Explore Mode clients can have a direct impact into the Interactive Planning tools. This enables to have more input into their plans and gives advisors a better insight into their needs. Join us as we review how introduce Explore Mode to your clients and use their plan during meetings.

January 26th, 2022 - Understand Connection Error Messages

Aggregated accounts can sometimes have error messages. In this session, we will explain the different messages you may see displayed, how best to resolve them, and where to turn to for further support.

January 12th, 2022 - Client Portal Builds a bridge Between Financial Goals & Reality

The client portal is a very powerful tool that can help you clients see a path between their financial goals and their current reality. In this session we will cover how tools like the Goals tab and the spending and budgeting, in conjunction with your plans, can help your clients find a path to their financial goals.  

Webinars & Downloads

Custom 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.

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