Monthly Archives: March 2020

Turning Online Meetings Into Opportunity

Unless you were already advising remotely, current events have forced a major shift in the way you run your practice.  In a VERY recent survey of my online workshop attendees, 70% of my participants reported canceling ALL face-to-face meetings.  (Flatten the curve! Wash your hands!) But while some Advisors may rightly lament the loss of […]