It’s Not Just Zoom. How Financial Advisors Have Changed Client Meetings
Barron's spoke with advisors how their in-depth meetings with clients have evolved. Cheryl Holland, president of Abacus Planning Group; Randall Linde, CEO of AGP Wealth Advisors; Scott Tiras, president, Tiras Wealth Management and David Kudla, CEO at Mainstay Capital Management discuss technology's role in meetings and other trends they're seeing as the industry adapts to a post-pandemic world. They share the best practices that have succeeded for them.
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