Driving Greater Loyalty & Growth Workshop

Tuesday, November 6th 

9:30 a.m. - 2:30 p.m. 

LOCATION: 

eMoney Advisor Headquarters* 

4 Radnor Corporate Center
1st Floor Conference Room
100 Matsonford Road
Radnor, PA 19087
 
*Onsite parking available

  

AGENDA:

9:30 - 10:00 a.m. Breakfast & Networking

10:00 - 12:00 p.m.  Driving Greater Loyalty & Growth Workshop

12:00 - 12:30 p.m. Lunch & Networking

12:30 - 2:30 p.m. CE Certified Course: Leveraging Technology to Solve Common Client Problems throughout the Client Lifecycle  

2:30 - 3:30 p.m. *Optional* 1:1 eMoney Consultations

We're offering 30 min one-on-one consultations for those wanting to take a deeper dive into the eMoney platform and learn about specific tools that can help set their firm up for success.

If you’re interested in a one-on-one consultation with an eMoney expert, please indicate so when signing up. We will be in touch to confirm your consultation and get a little more info on what you would like to discuss!

Spots are limited so please sign up today!