As a financial advisor, you have to be able to navigate the virtual world. If you can’t or won’t, you're going to be left behind. Your clients expect it, your prospecting needs it, and your plans for growth will fail without it. In this episode we have a great conversation with Harry Jameson and his son Gregory. Harry has a practice that focuses on serving federal employees nationwide. Harry, with over 50 years of experience, shares how he embraced virtual interactions via Zoom long before the COVID-19 pandemic, allowing him to expand their reach and serve clients across different time zones.Also, we discuss their innovative approach to staff recruitment and training, utilizing Zoom to maintain communication and provide valuable training resources, fostering a tight-knit team culture. They emphasize the importance of constant learning, adaptability, and the development of systematic approaches to both sales and appointment setting. The episode highlights the power of early adoption of technology, strategic thinking, and fostering a collaborative and supportive work environment as essential factors behind their impressive success in the financial advisory industry.-----This podcast is for financial professional use only and not for use with the general public. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it. Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.Copyright 2023 Creative One Marketing Corporation.

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