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emX & YOUR OFFICE With Melinda!

emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

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Page 1: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

emX & YOUR OFFICE

With Melinda!

Page 2: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

What is your office dynamic?

Page 3: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Page 4: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

eMoney Licenses

• Advisor

• Planner

• Assistant

Page 5: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Sharing Rules

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Alerts

Page 7: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Tasks

Page 8: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Financial Feed

Page 9: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Current Integrations

Page 10: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Page 11: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Keep it consistent!

• Rebrand eMoney • Re-name

• Update your corporate Website and associated

social media

• Marketing – get your name out there!

Page 12: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Ranger Wealth

Page 13: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

Bauer Captain and Johnson

Page 14: emX & YOUR OFFICE - eMoney Advisor Blogblog.emoneyadvisor.com/wp-content/uploads/2014/05/... · 2020. 4. 25. · Assets Under Management VAULT 77.98% 18.60% 1.66% 1.36% 0.41% Today's

M3 Advisory Group

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ISTRO MENU - Leongatha RSL · Grilled Hoki 18.60 Fillet of Hoki with lemon pepper seasoning, lemon and tartare hicken Schnitzel 18.20 rumbed chicken breast, served with gravy hicken

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488,900 · Listings For SALE Month to Month Down 0.25% from May 2019 Year to Year Down 18.60% from Jun 2018 1,182 JUN 2019 SOLD Listings SOLD Month to Month Up 0.08% from May 2019

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