"Protect what you have but always innovate and make it better. Build on learning" Bob Waaserman Allstate #ITC2017#ILoveInsurance – at Paradise, NV
In the Milano ballroom now Jaimie Pickles moderating in the CMO's suite! #ITC2017#ILoveInsurance – at Paradise, NV
Come by booth 214 to understand the value of each lead to your business#Iloveinsurance#ITC2017@Jornaya
Lisa Bompartito retweeted
Great guidance from @Schweiss_TDA: "Taking a time out from complying with the DOL rule is taking a real risk for your business." #MSUM16
Stop by the eMoney booth416 and learn more about our 2 new products from the team, Advisor Analytics Pro and Office Analytics BOOM! #T32016
What does success look like?
What's your growth plan?
Are we asking the right question?
#SchwabImpact – at San Diego, CA
If you have more questions after the eMoney session, swing by booth 314 and the team will get you answers.#SchwabImpact – at San Diego, CA
Some early risers.Standing room early don't let that scare u.Come find out what's on the eMoney road map#SchwabImpact
Grab your coffee and your seat! Find out how eMoney Advisor has transformed the client experience. #schwabimpact
Elaine Chan is celebrating her 1 year anniversary as an eMoney user. She has paid for her subscription 3 fold #happyuser#SchwabImpact
Rise and shine tomorrow morning at 7:15 our VP of Sales Mike Hemmert will be giving a presentation on eMoneys client portal
#SchwabImpact – at San Diego, CA
"Leadership is about solving problems.Service before self" Lt.Rob Waldman.@NAPFA – at Arlington, VA
Lisa Bompartito retweeted
Congrats @eMoneyAdvisor, winner in Platform Innovation category of 2016 WealthManagement Industry Awards! #WMIA16 bit.ly/2cTnyC4
Lisa Bompartito retweeted
Fidelity millionaire outlook shows planning relationship NPS 7x higher than investment driven relationships. 7x!!! Get on the #emoney train! – at Radnor Township, PA
Hackathon winner is headed home after a long 3 days of hard work.#eMoneySummit16 – at Los Angeles, CA
