As many of you are using Zoom webinar to have conference calls right now, here is a video that explains 1) how to structure the webinar and 2) how to adjust Zoom settings before the call so that privacy is preserved. In my crisis marketing plan I call for financial advisors to hold one webinar […]
Practice Management
What Rich Clients Really Want vs. What Financial Advisors Say = Total Disconnect
The results of this case study imply that most financial advisors have a long way to go before they are able to position themselves as attractive to affluent individuals. Read on to learn if you fall into the “out” group and if so, what you should do.
August 24, 2017
