emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... ·...
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emX & YOUR OFFICE With Melinda!
Transcript of emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... ·...
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emX & YOUR OFFICE
With Melinda!
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What is your office dynamic?
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eMoney Licenses
• Advisor
• Planner
• Assistant
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Sharing Rules
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Alerts
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Tasks
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Financial Feed
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Current Integrations
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Keep it consistent!
• Rebrand eMoney • Re-name
• Update your corporate Website and associated
social media
• Marketing – get your name out there!
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Ranger Wealth
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Bauer Captain and Johnson
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M3 Advisory Group
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