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
- Download the workbook below
- 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
Resources for Financial Professionals