13 ‘Must-Have’ Abilities And Offerings For Today’s Financial Advisors
April 5, 2021 by Expert Panel, Forbes Finance Council
11. Virtual Meetings
A webcam and a microphone have become essential to working in financial services since the pandemic hit last year. If financial services professionals cannot “meet” with their clients virtually and face-to-face meetings are no longer an option, their businesses will die. When was the last time you convinced someone to write a six-figure check after a phone call? This is a relationship business. – Sheryl J. Moore, Wink, Inc.