Now a Subscription
Now a Subscription
eMoney 360 Pro
Engage. Impress. Sell.
  • Targeted Client Presentations
  • Celebrity Narrated Videos
  • Advisor Presentations
Advisor Marketing

Marketing Videos

eMoney's Marketing Videos feature celebrity narration, easily recognizable to clients. Elevate your brand by presenting these videos on a HD screen in your lobby, link off of your website or use them to kick-off your next client seminar.

Target Market Client Presentations

Market your services to satisfy the specific needs of a niche market. With 15 Target Market Client Presentations, you're bound to find the right one to present to your clients. Customized and delivered to you in the form of a web link, these presentations are easy to incorporate into your website, add to your email signature or use during a specialized client seminar.

Flash Presentations

  • Advocate
  • Alliance Attorney
  • Alliance CPA
  • Athlete
  • Attorney
  • Business Owner
  • Client
  • Executives
  • Financial Planning
  • Firefighter
  • Law Enforcement
  • Physician
  • Professional Women
  • Teachers
  • Women

Video Presentations (New)

Offline Presentation and On-Hold

eMoney Client Site Offline Presentation

Impress prospects by demonstrating the high-level services your clients receive. The Client Site Offline Presentation makes it easy for you to demo the eMoney Client Site when no internet access is available.

Telephone On-Hold Messaging

No one wants their clients to have to wait on-hold but, when it's necessary, use the opportunity to update your clients with celebrity-read on-hold messaging.

Advisor Presentations

It's not what you say, but how you say it that makes all the difference. eMoney's new "First Meeting" Advisor Presentation provides you with a professionally developed "how to" for presenting your practice, process and realm of services to prospects. Your customized presentation includes interactive calculators and animated videos to help you spark dialogue and make a lasting first impression.
Advisor Presentation
Print Materials

High Quality Print Materials Also Available

Further highlight your services with affordable, high quality print materials (not included with subscription to Advisor Marketing). Choose from a Client Wealth Management brochure, customized 360 Fact Finder, sample reports and more. Mimeo and eMoney Advisor have partnered to create an integrated just-in-time high quality printing solution. Browse eMoney's print inventory online now.

HD Hosted Weblinks
Hosted Weblinks
For your website and email signature
Desktop Presentations
HD Desktop Presentations
Customized with your logo & contact information
Targeted Markets
Targeted Client Presentations
For Business Owners, Physicians, Women, Executives, Attorneys, Teachers, Athletes and more
 Professional On-Demand Print Materials
Professional On-Demand Printed Materials
Makes a lasting first impression
Custom Logo Animation
Custom Logo Animation
Brings energy to your logo
Compliance Approved
Compliance Approved
By many of the largest broker dealers
and insurance companies

1. Subscribe
Subscribe to eMoney Advisor Marketing for only $100 a month or $1200 annually. Call 888-362-4612.

2. Customize
Receive Advisor Marketing's media inventory – over 20 media elements - customized with your firm's logo and contact information. New marketing videos and creative presentations are added regularly, expanding your inventory.

3. Utilize
Email your targeted marketing presentation to prospects. Play "Life in a Box" on a HD screen in your lobby. Add "What's in a Number" to your website. Present your services using your new Advisor Presentation and watch your client base grow.

4. Prosper
When you engage and impress your clients with persuasive messaging, you protect and grow your book of business.