Best Practices for Virtual Meetings
Adapting to the new virtual world might seem difficult; however, I have been using virtual meetings for several years. I have put together a short list of best practices that I have learned about choosing the right platform for you, a checklist of things to consider as you host meetings, and ideas to reach a larger audience. Please join me and get comfortable with the new way to communicate in less than 12 minutes.
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line to one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating simple methodologies and proven models.