eBook | Going remote: How-to guide for connecting with clients and delivering engaging advice

July 28, 2020 by Kelton Corcoran

Going remote eBook by Advicent

about the author:

Kelton Corcoran

Content marketing specialist

Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

As we adjusted to the virtual world of business, advisors' daily activities quickly changed and the value of digitally connecting with clients increased substantially. With client expectations evolving and the client experience undergoing alterations, advisors must learn how to connect with their clients and continue delivering engaging advice.

In this eBook, you will learn:

  • How to select communication tools and implement marketing tactics to connect with your clients
  • How to implement a client portal and deliver advice in a visually engaging way

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