Platform Essentials Planning Fundamentals Advisor Roundtable Advanced Planning |
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.
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