online client meetings

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Maximizing Virtual Client Meetings During COVID-19

by Tiffany Markarian

Let us begin this article by acknowledging we are running our business during a pandemic and it has gone on far longer than expected. Advisors and financial professionals are using every means possible to stay connected with clients and that is a good thing. The one thing we cannot forget during a pandemic; however, is we are still responsible for delivering an exceptional client experience. So how do we conduct virtual client meetings during COVID-19?

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Tiffany MarkarianMaximizing Virtual Client Meetings During COVID-19