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 a […]
Practice Management
Should I Move my RIA Firm to the Cloud?
This article covers what the risks and rewards may be for RIA firms considering moving to the cloud.
November 2, 2017
