The financial advising industry is experiencing a large disruption. Advisors need to adjust their consulting practices to provide empathy, hope, and reliable guidance, all while creating more personalized and increasingly remote experiences.
In this guide, we outline the state of financial advising and planning in 2023 and provide insights into how you can optimize your financial planning practice to both draw in new clients and increase your retention of existing ones.
Don’t miss out on this opportunity to stay ahead of the competition and enhance your skills as a financial advisor. Download your copy of The Future of Financial Advice in a Virtual World today!
“My Zoom meetings are much more engaging. The Conversation Hub has eliminated Zoom fatigue!”
“The Conversation Hub keeps our meetings perfectly structured and provides a consistent brand experience for our clients across the firm.”
“Clients like the feeling of knowing where they are in the meeting and the reassurance that their financial advisor is listening.”
Streamline preparation with pre-built meeting frames and templates customized to your brand.
Simplify screen-sharing and maintain focus with an engaging virtual meeting interface.
Analyze performance and identify opportunities to improve with Meeting Quality™ score.
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Sean McNamee2024-05-23 09:10:072024-05-23 09:10:07SEO for Meetings: How to Rank High in Client Satisfaction & Retention
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Sean McNamee2024-05-01 15:21:472024-05-01 15:46:49Beyond the Boardroom: The Next Big Thing in Financial Advice
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Sean McNamee2024-03-26 14:18:242024-05-01 14:23:14THE MEETING TRANSFORMATION: How Visual Mapping Is Changing the Game in Financial AdviceConnect with us at Econiq to learn more about how we’re helping financial advisors succeed in the virtual world! Fill out the form to contact us or click the Book a Demo button to schedule an appointment with a Meeting Design Consultant now.
