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We’re Zooming!

An RIABiz article details the demise of in person industry conferences. Whoo hoo! Yaaas!

I love it. And while the in person conference industry goes down in flames, let’s get some Zooming going on!

Zoom skills like the ones I explain in this podcast are essential for financial advisors as the industry moves online. They come from an experienced yet not completely flawlessly executing Zoomer.


Resources mentioned in this show

Grillo, Sara. May 11, 2020. Advisor Perspectives. Zoom Etiquette from a Confessed Offender

Shidler, Lisa. COVID-19 crushes RIA conference schedule. (14 April, 2020) RIABiz. Retrieved from

Grillo, Sara. Dec 2, 2019. Advisor Perspectives. Is Your Conference Room a Torture Chamber?

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