10 STEPS TO SUCCESS

WITH emX

John Treese –Director of Training

#1 Be All-In with emX

If you want to be successful with emX you

need to commit to it 100%

- Go in emX every day (don’t allow yourself to get

rusty)

- Make emX a part of every client meeting

- Learn as much as you can, knowledge builds

confidence

• Take advantage of training opportunities

Webex Sessions and Live Training

#2 Brand emX as Your Own

Make emX a service unique to you!

• Give the system and the portal a name

that speak about your business

• Make the name stick, not only in the office,

but also with clients.

• Create your brand

#2 Brand emX as Your Own

#2 Brand emX as Your Own

#3 Get Your Team On Board

Creating a brand is only good if your team is on board

• Make your new brand part of everybody’s lingo

• Communicate to your team the importance of emX and how it will make their lives easier

• Time Saving

• Increase Efficiencies

• Collaboration

#3 Get Your Team On Board

Delegate the duties of emX and focus on

what you do best; creating and building

relationships

• Give your team a chance to get familiar with

your clients

• Let your clients get to know your team

• Remain your client’s financial Quarterback

#4 Market Yourself

- Know when and how to use your Advisor Branded

Videos

- New videos added “Walk In These Shoes”

#4 Market Yourself • Include Education Videos as part of

your website content

– Helps take you to the top of search result lists

– People want to watch their information, not read it

• Embrace Social Media

– Use your branded videos to get the word out

#5 Integrate your Office

• emX Select let’s you have the power of all

the tools you use at your fingertips!

#5 Integrate Your Office

• Single sign-on access helps you save time

by accessing the data and reports you

need inside emX

• Build a workflow that works for you and

your team and let emX be the hub

#6 Re-Invent your Client

Meeting Know what tool to use and when

#6 Re-Invent your Client

Meeting Know what tool to use and when

• Goal Planner -

– Great for younger clients

– Put your client’s goals in the spotlight

– Pay respect to the spouse

– Find the compromise that make everyone

happy

#6 Re-Invent your Client

Meeting Know what tool to use and when

#6 Re-Invent your Client

Meeting Know what tool to use and when

• Decision Center

– Bring your story to life

– Show “on-the-fly” comparisons

– Let your clients be part of the process

(collaborate!)

– Stress Test in an instant

#6 Re-Invent your Client

Meeting Know what tool to use and when

#6 Re-Invent your Client

Meeting Know what tool to use and when

• Distribution Center

– Estate plans come to life

– Interactive flow charts engage your clients

– Access to the data you need at your fingertips

#7 Don’t Get Hung Up On

Security

• Security is a concern for most clients

– If you know the system and know your story,

Security doesn’t have to be a hang-up

#7 Don’t Get Hung Up On

Security

• Talk Security with your clients

– Non-Transactional (“a read only world”)

– Build trust by being your own best client

– Encrypted and password protected

– You are their second set of eyes, the portal

allows you and your team to monitor their

situation and be proactive

#7 Don’t Get Hung Up On

Security • Always be prepared.

- Include the “Safe and Secure” PDF as part of your process

- If you are a marketing subscriber, use the security video to talk about security

#7 Don’t Get Hung Up On

Security

• Put yourself in the system as a client

– Let’s you become familiar with the portal

– Understand all of the key features

– You’ll be familiar with the connection process

– There is no better testament to trusting that your client’s data will be safe, than telling them that you trust the portal with you own family’s information.

#8 Keep ‘em Coming Back with

The Client Portal

• The Client Portal has something for

every type of client

– Know what features will be “sticky” for your

clients and speak to those needs

• Consolidation

• The Vault

• Workshops • Simplicity

• Organization

• Collaboration

• Peace of Mind

• Interaction

#8 Keep ‘em Coming Back with

The Client Portal

• Don’t forget about mobile

– One of the best marketing tools everyone

forgets about

#8 Keep ‘em Coming Back with

The Client Portal

– Drive traffic back to your website

• Update your website with news and other relevant

data, keep the information fresh and traffic will

increase

– Make the vault your repository for

important documentation

#9 It’s All In The Data

(Analytics)

#10 Get the Support You Need

• The eMoney Engagement Teams are here to

help!

• Call: 888-362-8482

• Chat

• Email:

customerservide@emoneyadvisor.com

• Training: Online, Webex, and Live Training