What Should We Focus on First? (with Eric Brotman) + Why Your Advisor Doesn’t Text
The Stacking Benjamins Show
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The Game Has Changed for Financial Advisers
Over 30% of financial advisersx to connect with clients by video call, even after social distancing mandates are lifted. I feel like the way that we're communicating with clients, or advisers, are on the technology front really cowed's kind of been a game changer for a lot of advisers. They don't wat to get in the car and go to the office any more. Once ikown. Our coach, our friend dan sullivan, says, zoom is a time machine. It's a travel machine. We can do it that way. Like better. L a, i, so duck's calling. You ought to put him on, dude.
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