Learn how to build stronger more personalized relationships with clients

VIRTUAL FINANCIAL planning meetings are becoming not just the way of the future but rather the way of the present. From millennials who would rather text than talk to retirees who are increasingly immobile and staying home amid the pandemic, it’s increasingly difficult for financial advisors to get their clients into the office. Virtual meetings are only the bottom of this learning curve.

From digital client and prospect contact to booking and then hosting a meeting and keeping track of meeting notes and client preferences, financial advisors have a long hill to climb to digitize their practice.

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