eBook | Going remote

How-to guide for connecting with clients and delivering engaging advice

As we adjusted to the virtual world of business, advisors' daily activities quickly changed and the value of digitally connecting with clients increased substantially. With client expectations evolving and the client experience undergoing alterations, advisors must learn how to connect with their clients and continue delivering engaging advice.

In this eBook, you will learn:

  • How to select communication tools and implement marketing tactics to connect with your clients
  • How to implement a client portal and deliver advice in a visually engaging way

Get the eBook →

64 percent of consumers would spend more time investing by having easy access to a financial advisor