Best practices for financial advisor and planners to consider when reopening a financial advisor office.
Tag Archives | Zoom
Zoom Fatigue? Try Some One-Way Videos
Financial advisors and financial planners can avoid Zoom fatigue by using one-way videos to deepen relationships.
Client Communication – Now What?
How financial advisors and planners can communicate with clients during the COVID-19 pandemic and business shutdown. We share four action items and ways to group clients for targeted communication.