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With harsher quarantine measures upon us once more, now is a good time to revisit strategies for keeping connected with clients and coworkers alike. Morgan Christiansen, Pinnacle's VP of Retirement Services, joins James Slaughter, founder of Sierra Ridge, to discuss how the latter maintained connections through innovative virtual methods.
By The Pinnacle Group5
22 ratings
With harsher quarantine measures upon us once more, now is a good time to revisit strategies for keeping connected with clients and coworkers alike. Morgan Christiansen, Pinnacle's VP of Retirement Services, joins James Slaughter, founder of Sierra Ridge, to discuss how the latter maintained connections through innovative virtual methods.