Tag Archives: dan smaida

Incorporating Online Meetings into Your Practice

In the same way you’re REALLY looking forward to a haircut, a lot of people I know are really looking forward to resuming in-person meetings.  You should also be looking forward to incorporating online meetings into your practice! Why are we so eager to return to the same room? That’s easy – in-person meetings have […]

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 […]