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From Zoom to Room

How to Prepare for In-Person Events and Optimize Client Communication

Financial professionals quickly adapted to virtual meetings over the last year. Now that in-person engagements will also be an option, how can you ensure that you’re ready to deliver a remarkable experience? Find out with this timely content.



  • How clients’ expectations evolved during the pandemic—and why it matters
  • Ways to ensure your location and communication are both primed for success
  • The ideal mix of virtual and in-person interaction going forward

Next Steps

  1. Download the workbook below
  2. If you find this information to be of value, contact your Hartford Funds advisor consultant about hosting a workshop for your team, complex, or region