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