41: How Virtual Communication Can Provide Opportunities to Grow Your Client Base

The Brighthouse Financial Insights Panel
25/01/2022 15 min Episodio 41
41: How Virtual Communication Can Provide Opportunities to Grow Your Client Base

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Episode Synopsis

The percentage of investors willing to work remotely with a financial professional was about 50% in early 2020, but had reached over 60% by the same summer. Join our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” as they offer best practices for how financial professionals can attract and engage clients interested in a virtual-first relationship.

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