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Infographic: Why Financial Advisors Use Videos for Client Meetings

Not using video chats with clients? Learn why more and more advisors are using them to build connections.

Almost every financial advisor will agree that in-person meetings with clients and prospects are the most powerful way of connecting with them. However as lives grow hectic, demands on everyone’s time increase, people move and practices expand across geographies, many financial advisors are turning to video chats. Here are five reasons why.

Financial Advisors use Video Chats

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