Delivering Remote Financial Advice: Rethinking the Consumer and Advisor Experience

Posted on August 10, 2020

No advisor has a crystal ball. When we look toward the future, the reality is that we don’t know what environment advisors will need to work out of next month, next year or next decade.

When COVID-19 burst onto the scene, forced quarantine and changed the way we did business, advisors learned firsthand how important it is that processes be scalable and resources accessible.

It’s important, even when you return to the office, that you don’t forget that realization and lose that momentum.

Join Asset-Map CEO Adam Holt and Executive Business Coach Gerry Herbison for a special on-demand webinar: “Delivering Remote Financial Advice: Rethinking the Consumer and Advisor Experience.”

As it relates to remote work, these two seasoned pros will go over how to manage:

  • Prospecting
  • Fact-finding
  • Scheduling
  • The conferences environment
  • Presentations
  • Action items
  • Client and team relationships
  • And more!

Learn how to adopt a Swiss Army knife mentality, so you can excel at the office or while operating remotely.