Master Series Webinars

UPCOMING SESSIONS:

For intermediate to advanced users, join us weekly to deepen your knowledge of the platform and uncover best practices. For previously recorded webinars please visit our Recorded Weekly Training Webinars page.

September 23 - Alliance Partners – Networking on Your Client's Behalf

Learn how to collaborate with your clients’ other professional contacts through eMoney to present a more efficient team to meet their needs. 

September 30 - Branding Your eMoney Platform

This session will give you ideas on how to position your Client Portal more effectively and how to make it unique to your business. 

October 7 - What-ifs

What-ifs in eMoney represent the uncontrollable events in your clients’ lives. Today we will show you how best to utilize them and how to recreate them to be used in our Interactive Tools. 

October 14 - Roth Conversions

Learn how to collaborate with your clients’ other professional contacts through eMoney to present a more efficient team to meet their needs. 

October 21 - 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. 

October 28 - Needs Analysis for Converting Prospects

Today we will cover how to create quick plans to show prospects a need for more comprehensive planning.

Webinars & Downloads

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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