How financial advisors and planners can get the most out of their next virtual conference
Tag Archives | Zoom
Launching 2021 With a Virtual Client Event!
Financial advisors can leverage what they’ve learned by planning a Welcome 2021 webinar event for clients and prospective clients.
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.
Best Practices for Reopening Your Financial Advisor Office
Best practices for financial advisor and planners to consider when reopening a financial advisor office.
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.