Four Tips Every Great Zoom Presenter Knows
Each of us has a laundry list of challenges that have been brought on by the pandemic. Add another one to your list: engaging clients virtually. Since virtual meetings and presentations have become the norm, financial advisors have been expected
How Clients Find Their Financial Advisors Online
Every day, decisions are made based off of digitally sourced information, showcasing just how large a role the digital world plays in how we connect and engage with one another, including with clients and prospects. For this reason, it’s essential
Technology Offers Opportunities for High-Touch Client Contact
Most of us in the industry can remember the days when offering a secure client portal for uploading documents and viewing account information could be touted as a serious value-add. But today, secure client portals are considered table stakes. In
Using Lists in Your Content
It likely comes as no surprise to learn that content marketing in the digital age is highly competitive. This is partly due to the high saturation of digital content available and partly because audiences these days have short attention spans