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High Performing Practice
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11 minutes

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.

About the Host

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.