Platform Essentials Planning Fundamentals Advisor Roundtable Advanced Planning
Position eMoney to prospects and clients
Address possible client concerns or objections
Conduct more engaging client meetings using eMoney's interactive tools
$100 per seat
Breakfast is provided
Duration: 1/2 Day, 8:45am-12:00pm
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.