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