Business in a Digital World - Part 1

Well, you are at home … and so are your clients. Times are changing and while how you conduct business may be a bit different, what you do today can help your business remain the same and event potentially grow during this time of uncertainty.  

Join us over the next few weeks as we share how to manage these changes as a financial professional.  

Part 1 – Virtual Meetings 

Zoom is a fantastic (free) tool that is public so, anyone can use it. As you’re home and wondering how to help your clients navigate this from a far, a virtual coffee or lunch meeting could be a wonderful way to stay in touch. If this sounds daunting to you, don’t worry – we have you covered.  

Here is a video that walks you through exactly how to set a meeting and invite your clients: 

Bonus Points: Use UberEats to deliver lunch or coffee to your clients before your virtual meeting.  

It is these little steps that you take right now that are going to make an impact on your clients. There is money moving, are you taking all the right steps to make sure you’re the advisor of choice for your clients?  

Want to schedule a virtual meeting with your WealthVest wholesaler to see how its done and how we can help your clients get through this? Contact us below: