As a financial advisor, it’s important to always be connected to your prospects and clients. Dave Alison and Katie Lownes lead an insightful Q&A on the best practices for hosting virtual meetings. You’ll hear tips and tricks on which platforms and tools to use, what processes you can use to simplify financial planning digitally and how to keep a personal connection through technology. Listen today and be on the path to growing your business!
Best Practices for Hosting Virtual Meetings
Published March 20th, 2020 in |