Advisor Advocate

Edmond Walters Founder and CEO eMoney Advisor, LLC.

Welcome to the Fall edition of the AdvisorAdvocate.

We have exciting news to share and valuable information on how to maintain your book of business during these turbulent times.

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eMoney on the Move

January 18-21, 2008
AICPA PFP 2008



February 9-12, 2009
Managing Retirement Income 2009


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Integrate Your IUM with
eMoney for Office


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eMoney for Office lets you use the most popular office solutions of Microsoft Office® with the award-winning wealth management solutions eMoney 360Pro and eMoney 360. Easy to install and simple to use, eMoney ...

YOU AIN’T SEEN NOTHING YET!


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The next version of eMoney, V5.3 will be getting rolled out over the next few months.  Get ready for some significant enhancements in the following areas…

 

 

Cool Technology, Hot Prospects


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Two years ago eMoney launched eMoney mobile giving advisors and clients access to eMoney via their Blackberries or other mobile devices. This year, iPhone has made headlines with over a million sold within the first four months of launch:

eMoney’s New Comprehensive
Training Platform


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Within the next couple of weeks, eMoney Advisor will launch an exciting new version of their web-based training platform, eMoney University. eMoney University has undergone significant ...

Transforming the Practice - Case Study: Kipp, Brant, Drummond & Associates


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Learn how eMoney 360Pro made it possible for Kipp, Brant, Drummond & Associates to capture more of their client’s outside assets and close more sales to high net worth clients.

Be in to Win an iPod Touch


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During this time
of economic instability, eMoney wants to learn more about how you
have been communicating
with your clients. Participate in eMoney’s new survey,

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www.emoneyadvisor.com
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