eMoney Financial Advisor News and Tips - Spring 2006

Edmond Walters
President and CEO
eMoney Advisor, LLC

Fellow Advisors and Planners -

Welcome to the Spring Edition of eMoney’s AdvisorAdvocate. We hope to bring you news and information on how you can attract quality clients, have more satisfying and successful client relationships and improve your overall business. MORE »»

eMoney on the Move

MDRT Annual Conference
June 11, 2006

SIA
June 21-22, 2006

FPA Nashville 2006
October 21-24, 2006

LIMRA Annual
October 29-31, 2006

Giving You More Flexibility

LIMRA’S Strategic Partner of Choice

In just a matter of weeks the AdvisorPlatform™ will undergo some exciting new enhancements. Subscribers will now have the ability to turn on access to the Client Fact Finder for your clients.

LIMRA International has selected eMoney Advisor as a strategic partner to offer its AdvisorPlatform to LIMRA member companies as a wealth management solution of choice. More at emoneyadvisor.com.

SEC Rule 202(a) Summit -
An All Star Line Up

Tested in the Trenches – Coming Soon FREE to a City Near You -$2,995 value!

The topic of the day was “SEC Rule 202 (a)-11-1”. eMoney decided to sponsor the Summit after CEO Edmond Walters recognized the education gap in the market.

You don’t have to work 7 days a week, 24 hours a day to build a thriving practice and have a great life, do you? Now Ron Carson and Steve Sanduski are taking their message on the road.

FREE Trial Offer

Saving Time - A Case Study

More than 200 advisors have already benefited from eMoney Advisor’s 14-day Free Trial this year. The Free Trial offer gives advisors the opportunity to test the power of the system and see how it can add value to their business.

Cooper/Haims Advisors, LLC, is a Registered Investment Advisory firm offering a full array of wealth management solutions for high net worth individuals and families including asset management, investment and tax planning.

Advisor Testimonials - Hear the Benefits of the System from the Users Themselves

eMoney Advisor brings you testimonials from some of the nation’s leading advisors who are benefiting from the increased assets under management, client retention and increased efficiencies of the AdvisorPlatform.

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www.emoneyadvisor.com
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