Will in-person meetings eventually feel as archaic as the horse and buggy? Or are we wired for being together in real life?

Will in-person meetings eventually feel as archaic as the horse and buggy? Or are we wired for being together in real life?
How financial advisors and planners can get the most out of their next virtual conference
Financial advisors can leverage what they’ve learned by planning a Welcome 2021 webinar event for clients and prospective clients.
If you are meeting a new prospective client virtually, here is a five-step process for an effective introductory conversation.
Best practices for financial advisor and planners to consider when reopening a financial advisor office.
Financial advisors and financial planners can avoid Zoom fatigue by using one-way videos to deepen relationships.
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.