Impactful Extras
UPCOMING SESSIONS:
For users of any level; new, intermediate, and advanced, join us monthly to learn about extras of the eMoney platform and their far-reaching impact. We will cover topics ranging from collaboration & organization, to client portal engagement strategies, to process flows for delivery and much more in these 1 hour sessions. This series is guaranteed to become a favorite resource as we deliver insight, best practices, and strategies on many areas of the platform. For previously recorded webinars please visit our Recorded Webinars page.
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.
October 25th, 2023 - Client Site Budgeting
Offering a secure budgeting tool as a part of your services can set you apart from your competition when attracting the next generation of clients. This session will cover the ins and outs of our budgeting tool in the Client Portal.
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.
Webinars & Recordings Series
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.