Financial advisors can leverage what they’ve learned by planning a Welcome 2021 webinar event for clients and prospective clients.
Tag Archives | video
Five Steps to Hold a Great Virtual Introductory Meeting
If you are meeting a new prospective client virtually, here is a five-step process for an effective introductory conversation.
Zoom Fatigue? Try Some One-Way Videos
Financial advisors and financial planners can avoid Zoom fatigue by using one-way videos to deepen relationships.