Webinar Replay: Tales from Two Advisors: Mastering the Remote Digital Advice Delivery Experience

In this webinar recording, two advisors-turned-entrepreneurs, H. Adam Holt and Derek Notman, share how they adopted a digital financial model over seven years ago to learn how to address pain points when transitioning to a remote advice delivery practice. They’ll also share tips on:Creating a robust digital footprint to attract new clientsDigital fact-finding (from shoeboxes to Dropbox)Controlling your virtual meeting calendarPresenting impactful visuals over screen shareManaging a team virtually