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

May 23, 2020 by Kelton Corcoran

Going remote eBook by Advicent

About the author

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 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

Get the eBook