The way we work and where we work are rapidly changing, as are consumer expectations. To stay ahead of the curve, advisors need to both offer remote meetings as an option and embrace them as a critical part of their client experience.
In our new ebook we’ll explore:
- Three best practice tips to manage clients both near and far
- How remote meetings can instill efficiency in your practice and save you money
- How to eliminate manual, time consuming tactics by leveraging automated client tools.