You did WHAT? Free Guide: 5 Dos and Don’ts of Online Financial Advisory
Posted by Andrew Donnelly on June 27, 2014 to online consultationsYou may already be a highly-skilled financial advisor with great experience in face-to-face client consultations, but how do you bring your skill-set to the online world? In a realm where online meeting technology is still new to many businesses, some mistakes are bound to be made – even by the most experienced meeting organizer or professional advisor. But how does one improve their online meeting etiquette? It starts with understanding the dos and don’ts of online meetings with regard to financial advising etiquette. In addition, one should understand the capabilities of their software in order to communicate as skillfully as possible. Not only do your software features help you conduct meetings with ease, but they can also help to prevent you from making some awkward mistakes.
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