Jun 16, 2020
What’s Working Now: This advisor shares how he communicates virtually with clients and prospects, now more than ever.
Jun 10, 2020
Building relationships as a financial advisor virtually is not the same as doing it in person. Listen to David J.P. Fisher, author of "Hyper-Connected Selling" share his tips and tools for online relationship building with Ellen Rogin.
Jun 3, 2020
This marketing consultant has learned plenty in pivoting from providing concierge service for seminars to setting up webinars—from filling seats to smoothing the technology experience for the advisor. Check out his tips for making the most hay from any online workshop.