Prospect and grow in a digital world

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  • 55 mins 12 secs
Virtual is now the new normal. You’ve been leveraging technology to engage clients, but are you doing all you can to enhance your digital brand and forge even stronger connections with clients and prospects? Join our practice management consultants Wassan Kasey and Chris Gies as they share digital branding strategies, tips for online prospecting and a proven approach for hosting deeply engaging virtual client meetings. (Recorded May 6, 2021.)

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This video is available for one hour of continuing education (CE) credit for CFP and CIMA designations. Take the CE credit quiz.  

Prospect and grow in a digital world slides [PDF].  

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