Podcast: Gaining Perspective (LS 31 · TOP 5% what is this?)
Episode: How to Improve the Virtual Client Meeting Experience
Pub date: 2021-05-12

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

My guest today, Ryan Sullivan, has written that, in crisis moments, the “pros” are “active.” If a client hasn’t called you, don’t assume they are not concerned. If they get the sense you’re avoiding contacting them, they may reach out to another financial professional for help. But in-person meetings have been ill-advised and phone calls don’t provide the level of connection clients need. Virtual meeting technology is a great option for staying in touch with clients, and Ryan is here to share his research on this topic.

The podcast and artwork embedded on this page are from Advisor Perspectives, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.