The COVID-19 pandemic has catapulted all financial planning professionals, their staff, their clients, and their vendor partners into a new virtual operating environment; one that many were not prepared for or adept in. In this Virtual Practice Management Roundtable, we'll be tackling aspects of virtual meetings.
Focused Discussions in Virtual Breakout Rooms
Executing Great Virtual Client Meetings
Discussion Facilitator: Joey Loss, CFP®
The ability to adapt face-to-face interactions into screen-to-screen will mean the difference between success and failure. We'll discuss the challenges and techniques of conducting a great virtual client meeting.
Discussion Facilitator: Ian Aguilar, CFP®
As financial advisors, we want our clients to have a “great experience”. We'll discuss the challenges and strategies for managing a high level of service when the majority of our staff is working remotely.
Working with Colleagues and Staff
Discussion Facilitator: Michelle Ash, CFP®
The COVID-19 pandemic has given advisors greater appreciation of their need to be flexible and accessible in their working arrangements. We'll explore some of the aspects of working, communicating and managing at a distance.
About This Series
This virtual series is designed by and for financial planning professionals. Discussions are informal and informational. Once we are all gathered, we will break into smaller group discussions. There will be two rotations at 15 - 20 minutes each.
Things to Remember
- Discussions are informal.
- Bring your own beverage and appetizers.
Reservations are required. Reserve by using one of the options at the bottom of this page.