How to Become a Virtual Financial Advisor
FMG Suite
APRIL 3, 2020
Follow these tips on how to become a virtual advisor by hosting client and prospect meetings online, setting up webinars, and maintaining communication during COVID-19. Zoom also has an additional webinar platform. Another solution is GoToMeeting , which offers an add-on webinar platform as well. Check-in with Webinars.
Let's personalize your content