Impactful Extras

UPCOMING SESSIONS:

For users of any level; new, intermediate, and advanced, join us bi-weekly 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.

July 27th 2022 - Using the 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.


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.


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.


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.


November 28th 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.


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.


Webinars & Recordings Series

Custom Training

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LOOKING FOR MORE PERSONALIZED TRAINING?

Design a customized 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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