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     Platform Essentials       Planning Fundamentals       Advisor Roundtable       Advanced Planning     

advisor-roundtable-icon  Advisor Roundtable Workshop

Reserve your seat at the Advisor Roundtable to uncover strategies for leading more engaging prospect and client meetings that showcase your value and the eMoney digital service offering.

In this collaborative, half-day knowledge session with fellow advisors, you'll learn how to:

  • Position eMoney to prospects and clients

  • Address possible client concerns or objections

  • Conduct more engaging client meetings using eMoney's interactive tools

Details:

  • $100 per seat

  • Breakfast is provided

  • Duration: 1/2 Day, 8:45am-12:00pm

View Agenda

Workshops Currently Available:


  November 8 - Minneapolis, MN 

                       + Register Today

  November 22 - Radnor, PA

                       + Register Today

Webinars & Downloads

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Weekly Training Webinars

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Product Update Webinars

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Recorded Weekly  Training Webinars

 

Custom Training


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Not seeing something that fits your needs?

Design Your Program to create your custom in-person training.

This approach is recommended for long-time eMoney users looking for in-depth training topics, new users looking to get their office up to speed. 

Design Your Program

 

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