A New (Virtual) World
Experts say the virtual workforce as a “new normal” has made one of the most monumental long-term impacts on the future of financial services. From young talent exiting major cities in droves, to managers grappling with recruiting and retaining high-performing teams entirely virtually, the day-to-day advisory business will look very different in 2021.
Join our video round table discussion and Q&A “A New (Virtual) World,” where experts in advisor recruiting, business development, and technology will discuss the many significant opportunities that lay ahead for growth-minded advisory firms, with topics including:
- Selecting the right “digital toolbox” to master the Virtual Advisory Firm
- Recruit higher-quality clients and advisors to your team by embracing the “new normal”
- Building an inclusive and engaging environment for your virtual team
We look forward to seeing you there!
Meet the speakers
Founder of Nifty Advisor Support
Founder & CEO at FA Match
Director of Channel Marketing at Riskalyze