Hosting a Webinar ‘Coffee Chat’ for Clients: 6 Tips to Combat Isolation and Information Overload
Mar 26, 2020
By Debra Taylor, CPA/PFS, JD, CDFA
Now is the time to offer a more casual webinar, one that makes clients feel connected and offers focused information. With a virtual “coffee chat,” you can reassure them, help them gain a clearer perspective on the outbreak and economy, and most of all, connect in a human way during this stressful time.