Since our last Newsletter eMoney has developed a number of resources aimed at advisors' increased success. All are designed to provide assistance with the system; whether it is positioning, marketing, product or industry knowledge.

The first is a step-by-step guide to getting started using eMoney’s software system. Designed to get advisors there in 7 simple steps, the booklet is packed with tips, anecdotes, sample dialogues, assignments and tools to help you maximize your client relationships. Edmond Walters, eMoney Advisor CEO/Founder describes the guide as key to an advisor’s successful uptake on the system. “We think 7 Steps and the companion client leave behind brochure will provide tangible benefits to advisors by sharing the knowledge gained from advisor - pros that have been using the system for years. I think the tips and anecdotes paired with the assignments will make the process real, helping advisors envision how the system can work best for them.”

In our May newsletter, we told you about eMoney Mobile, which now provides mobile access to the Client Site from a Blackberry, PDA or Treo. This gives clients the ultimate flexibility to review their net worth, insurance premiums or contact their advisor. To help you understand the benefits of this exciting new feature we’ve developed a short flash presentation.

Want a quick tour of the eMoney 360Pro system? The eMoney 360Pro Flash Presentation will show you the key attributes and benefits of the system from a high level. Packed with useful links, it is the one stop shop for understanding eMoney’s products and services.

Podcasts are a great way to stay in touch with industry news. Easily available and ultimately flexible, podcasts give you the ability to stay in touch wherever you are. eMoney has a host of podcasts designed to help you on a range of topics; whether it’s charging fees, building client relationships or marketing, you can find out more on our Podcast page. You can also check out eMoney’s podcasts via iTunes.