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.
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.
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.
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.