We’re here to make it easy for you to put together a presentation of the most relevant information using eMoney’s “save as a template” feature. By putting together a template for your mid-year reviews, you eliminate much of the busy typically associated with this process by creating a customized, comprehensive presentation you can use across your client list.
The post eMoney Tip of the Week: Creating a Mid-Year Review Template appeared first on eMoney Advisor Blog.
