Financial advisors agree that in-person client meetings are the most powerful way to connect. However many advisors are using video chats too. Here's why.
Kristin Harad, CFP® is a marketing coach, trainer and speaker who helps entrepreneurial financial advisors use powerful marketing strategies in practical ways.
Kristin is also the founder of new-parent focused VitaVie Financial Planning, co-founder of The Mercato Advisor Marketplace, and creator of the Complete Relationship Marketing Blueprint and the Implement Now! Practice Management Telesummit. Find Kristin online and watch her free video training at www.kristinharad.com.