When you hear the phrase “virtual team meetings” do your eyes roll? Has your team been showing up for meetings but staying off camera? With the reliance on virtual communication these days that may be the case.
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?