To enhance your client connections, consider supplementing in-person meetings and seminars with digital alternatives, such as video conferencing and webinars. Virtual meetings can help save you and your clients time and, in some cases, money as well. Prospecting expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, recommend incorporating the following tools into your practice to help you stay connected with prospects and clients, no matter where or how busy they are. Click here to continue.
Please note: ESI compliance guidelines regarding video conferencing can be found in Field Notice 2020-16.
TC116548(0920)1