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Creating Connection with Clients While Working From Home

Now Available On Demand

If you’re like most advisors, you’re settled in with a basic plan in place to work from home. Transitioning to virtual meetings and webinars is an important first step, but it’s far from being the end of the journey.  

As clients crave your insight and leadership, more than ever, advisors need to be able to communicate at scale while also giving clients a personalized and engaging experience. 

Join us for this timely webinar and discover how leading firms are turning industry challenges like COVID-19 shelter-in-place mandates into a competitive advantage.

Key Takeaways

  • How can you create meaningful connections when working remotely?
  • What kinds of communications demonstrate leadership?
  • How can you develop and share a consistent story with your audience?
  • How can you personalize client communications efficiently?

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Rob Stella, CFP®
Market Development Manager
Seismic

 

Julie Littlechild - Moderator
Founder & CEO
Absolute Engagement

 

David Armstrong - Host
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com

 

SPONSORED BY
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