Posts tagged remote meetings
Rethink. The Financial Advisor Podcast - Ep. 4 Brick and Mortar vs. Remote

In this episode, Adam Holt & Derek Notman discuss what the impacts of moving entirely to remote practices could have on advisors who are not prepared to set themselves apart. Adam and Derek speak about their successes of going virtual, and offer you some takeaways so you can learn from their experience!

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