Smart use of technology and social media is critical for investment professionals to help clients and grow their business. Brendan Barca, a coach, speaker, and consultant at Brendan Barca Solutions, teaches advisors how to seamlessly enter the digital age through live workshops, webinars, and online courses. In this episode, investment professionals can learn how to work with clients remotely and effectively with tools such as Zoom, WebEx, Google, and LinkedIn.
