Virtual Client Meetings: Tips for a Smoother Experience from Dynamic Advisor Site Podcast

Dynamic Advisor Site Podcast

Dynamic Funds

Virtual Client Meetings: Tips for a Smoother Experience

1 hour 6 minutes Posted Jul 29, 2020 at 3:00 pm.

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Learn the basics of online meetings, as well as the details and niceties, that will make virtual meetings more pleasant for clients (and yourself!)