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Nothing beats the convenience of virtual meetings, but distractions can fray your focus at home, and it’s all too easy to let professionalism slip. Here are nine tips to help you look the part on virtual meetings and maximize their efficiency.
Sheltering at home has pushed every advisor into online meetings. To make them more pleasant for clients (and yourself!) take care of these details and niceties. Online meetings can become a comfortable and personalized experience that doesn’t feel so “socially distant.”
What’s Working Now: Insights and tips from an advisor who is funneling prospects into webinars and first meetings online. Plus using online group meetings to keep in touch with clients.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024