For years, we have taken for granted the ability to spend time face-to-face with a client. Go back to basics to ensure you still create enriched relationships virtually.
Opportunities are born in times of challenge. Do not let this opportunity to engage your clients in a new and dynamic manner pass you by. For years, we have taken for granted the ability to spend time face-to-face with a client. It is not too late to turn your client conversations into connections that evolve into meaningful, long-lasting relationships. Your competition is not the advisor down the street; it is the device (and much more) in your client’s hand that you are competing with. You can still create enriched relationships virtually.
Speaker:
Nate Angelo
Head of Advisor Development and Engagement, RBC Wealth Management
Premier Continuing Education (CE):
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