Webinar Replay: Tales from Two Advisors: Mastering the Remote Digital Advice Delivery Experience

In this webinar recording, two advisors-turned-entrepreneurs, H. Adam Holt and Derek Notman, share how they adopted a digital financial model over seven years ago to learn how to address pain points when transitioning to a remote advice delivery practice.

They’ll also share tips on:

  • Creating a robust digital footprint to attract new clients

  • Digital fact-finding (from shoeboxes to Dropbox)

  • Controlling your virtual meeting calendar

  • Presenting impactful visuals over screen share

  • Managing a team virtually

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