In this Master Series webinar, you’ll learn all about onboarding someone new to your firm and eMoney. Take an in-depth look at how to clearly illustrate a client’s life insurance needs and how to effectively present your findings. Topics Covered eMoney Support Orientation: How To’s, Customer Service & Chat Getting Started with emX: Coursework & Additional...
The post eMoney Weekly Webinar: Onboarding Someone New to Your Firm and eMoney appeared first on eMoney Advisor Blog.
