Launching 2021 With a Virtual Client Event! By Susan Kornegay on January 6, 2021 in Communication & Education Financial advisors can leverage what they’ve learned by planning a Welcome 2021 webinar event for clients and prospective clients. Continue Reading 0
Five Steps to Hold a Great Virtual Introductory Meeting By Adam Kornegay on July 21, 2020 in Introductory Conversation If you are meeting a new prospective client virtually, here is a five-step process for an effective introductory conversation. Continue Reading 0
Zoom Fatigue? Try Some One-Way Videos By Adam Kornegay on May 12, 2020 in Clients, Communication & Education, Growth Financial advisors and financial planners can avoid Zoom fatigue by using one-way videos to deepen relationships. Continue Reading 0