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Bullseye! How Analytics Help Advisors Target Ideal Clients
What is an ideal client? It’s a common term in marketing circles; though, the concept should pique your interest nonetheless. An ideal client benefits from the financial service you provide and their...
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The Company Culture and Environment Young Advisors Really Want
If you want to attract and retain high-quality young talent, you might need to reconsider your firm’s culture or change your office environment. Of course, this requires more than just finding space...
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Turn Your Data Into Decisions: Analytics Lessons from an NBA Team
Like sports, the financial services industry is awash in data that can be tapped for insights. In fact, your success will increasingly rely on the application of analytics to your data. The post Turn...
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eMoney + Twenty Over Ten Webinar: How to Capture More Leads from Your Website
We're partnering with our friends at Twenty Over Ten to demonstrate how you can generate quality leads and grow your business with digital marketing strategies. The post eMoney + Twenty Over Ten...
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A Streamlined Method for Connecting Manual Accounts – Coming Next Month
To create a more streamlined client experience, we’re simplifying the process of linking manual accounts on the Client Site. Next month, we’ll update the Client Portal to include a Link button on...
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eMoney Weekly Webinar: Onboarding Someone New to Your Firm and eMoney
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...
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April: Monthly Product Release (Training Webinar)
In the April Monthly Product Release, you learned about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice. Topics Covered Coming Soon Client Mobile...
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Using Alerts to Increase Client Engagement (Training Webinar)
In Using Alerts to Increase Client Engagement, you learned how to create a more engaging client experience by developing best practices with Client Site Alerts. Topics Covered What are Alerts? Advisor...
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Building an Efficient Process (Training Webinar)
In this webinar, we talked about the importance of building a streamlined process and review real-world examples of how other advisors are using eMoney today. Topics Covered Platform Basics Connections...
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Why Use the Client Portal? (Training Webinar)
In this webinar, we provided an overview of the Client Experience. This introductory session walked through what the Portal is, and why it’s a powerful client relationship tool. Topics Covered Engaging...
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Best Tools for Each Type of Client (Training Webinar)
In this webinar, you’ll learn how to customize your process to meet the unique needs of your client base. Topics Covered Tools for Prospecting Lead Capture Needs Analysis Client Site Portal Resources...
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Rolling Out the Client Portal (Training Webinar)
In this webinar, you learned how to attract and convert prospects with eMoney. Topics Covered Developing a process when customizing client portal Client portal best practices Additional defaults to...
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Troubleshooting Connections (Training Webinar)
In this webinar, you learned how to resolve and prevent the most common connections issues in eMoney. With your new knowledge, you’ll save yourself time troubleshooting connections with your clients....
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Three Steps to Foster a Data-driven Culture at Your Firm
Today, firms that want to achieve a competitive edge must foster a culture built on analytics. Research from Erik Brynjolfsson et al. at the MIT Sloan School of Management found that data-driven...
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6 Important Questions to Ask Your Tech Vendor
Don't let flimsy security policies cost you. Here are six important questions to ask your tech vendors to make sure the technology used by both you and your clients meets the highest standards. The...
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Need Help Convincing Your Advisor You Should Attend the 2018 eMoney Summit?
There are a lot of reasons your advisor should send you to the 2018 eMoney Summit. But when it comes to selecting events, they probably only care about two things: How will this event help you grow?...
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Simple (Yet Often Ignored) Techniques to Beef Up Your Online Security
Today, it isn't uncommon to turn on the news and hear about a significant cyberattack. Know how to keep your private data safe using these simple security measures. The post Simple (Yet Often Ignored)...
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5 Quick Tips for Elevating Your Client Experience
Financial technology has revolutionized the client experience in the financial services industry much like companies such as Uber and Spotify have completely transformed their respective industries. In...
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eMoney Weekly Webinar: A Modern Mobile Experience
In this webinar: A Modern Mobile Experience, you’ll learn about the power of our new mobile experience and how it can be used effectively by clients and advisors. Topics Covered Why We Updated the...
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Days Like October 10th Reinforce the Mission of eMoney
October 10, 2018 was a first for me. The bottom was falling out of markets around the world, yet my phone wasn’t ringing. Up until last month, I had spent the past seven-plus years as an advisor at...
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