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.

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.


February 22nd, 2023 - Spotlight on the 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.


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.


Webinars & Recordings Series

Custom Training

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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.

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