Spend the morning with your peers learning best practices and what really works when presenting eMoney. This interactive workshop will help you master storytelling techniques that will improve the way you leverage your brand. This class is best suited for Advisors or those actively managing relationships using emX Pro. View Agenda.
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This hands on class will teach you the nuts and bolts of the emX platform, like adding clients and establishing connections. This class is best for new users who are supporting the system in the office or for sole practitioners. View Agenda.
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This case-based class will give you the skills needed to be successful with emX planning tools, covering goal-based tools and cash flow-based planning. This workshop is best for planners and staff who are responsible for entering advanced data. View Agenda.
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Not seeing something that fits your needs? Fill out the form to design 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, and anyone not on emX.
Attend a Live Training Webcast...without leaving the comfort of your office! Webcasts are every week at 2:00 PM EDT.
If you have difficulty, please call 888-362-8482.
Go with the (Income) FlowShow me the money!! Listen in as we showcase all the ways emX helps to illustrate your clients’ various sources of income.
The Gift that Keeps on GivingFeeling charitable? Join us as we discuss best practices for handling charitable entities in emX.
Reporting for DutyCalling all Reports! In this session we’ll go over the report families in emX, including those prepared specifically for you, the advisor.
There’s a Hole in my BucketMoney comes and money goes. Let’s learn how to manage your client’s expenses in emX.
Weighing Your OptionsJoin us as we explore Stock Options with one of our esteemed Planners.
Integration NationemX's integrations help you to work smarter, not harder. Let’s take a look at emX’s existing integrations and look forward to see what new integrations are on the way!
A Picture is Worth a Thousand WordsStudies have shown that Advisors with a defined marketing strategy attract more clients than those without. Register to learn about the advantages of eMoney’s Advisor Branded Media subscription.
BREAKJoin us for our next eMoney Advisor Summit this October 19-21, 2015 in Orlando, Florida to receive hands-on training from the eMoney team, share best practices with other advisors, and hear about the latest eMoney updates!
What REALLY Scares Your ClientsIt’s not just ghosts and goblins. Maybe it’s Premature Death or Disability. Or maybe its taxes and inflation. Uncover what really keeps your clients up at night, and put their minds at ease.
Prospecting 101In this training webinar, we’ll provide you with the popular tips and tricks advisors use to find new prospects and turn them into clients using eMoney.
Note: If you're interested in live training but do not have emX, please email firstname.lastname@example.org