Upcoming Digital Event: Creating a Digital Practice - How to Conduct Effective Virtual Meetings Now
As the financial services industry shifts from in-person meetings to remote meetings and there is a need for clients to connect with their financial advisor, running effective screen-sharing meetings is critical.
Join Adam Holt, CEO & Founder of Asset-Map, for an HPN Master Series Webinar as he shares his secrets for running impactful advisory conversations with clients, which he learned from running remote meetings in his firm for 15 years.
This is a must-attend session for everyone in the financial services space who needs to address financial conversations around what matters right now.