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     Platform Essentials       Planning Fundamentals       Advisor Roundtable       Advanced Planning     

platform-essentials-icon  Platform Essentials Workshop

Learn how to onboard a client, deliver a differentiated client experience, and develop a financial plan - quickly and efficiently. 

In this session, we'll uncover:

  • Features of the Client Portal so you can create a customized experience  that best meets the needs of your clients

  • Streamlined practices for onboarding a client

  • Simplified approaches to easily produce financial plans with minimal client info and data entry

  • Fundamentals of Foundational Planning

Details:

  • $100 per seat 

  • Breakfast provided 

  • Duration: 1/2 Day, 8:45am - 12:30pm 

View Agenda

Workshops Currently Available:


  August 21 - Charlotte, NC

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  September 4 - Jersey City, NJ

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  September 18 - Austin, TX

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  September 19 - Radnor, PA

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  September 23 - San Diego, CA

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  September 25 - Boston, MA

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  October 23 - Lombard, IL

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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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