Finding new opportunities to embrace virtual connection
The pandemic has inspired advisors to innovate a variety of touchpoints with clients, staff and friends in the financial services profession. In this episode, MDRT members discuss the benefits of Zoom happy hours, increasing the frequency of meeting with your peer group and more.\n\nYou\u2019ll hear from:\nCatherine Chee Keng Lian, MBA, FChFP\nJohn P. Enright\nSarah Helen Hogan, ACII\n\nEpisode breakdown:\n0:30 \u2013 Developing a Zoom happy hour for my clients\n2:51 \u2013 Turning a quarterly catch-up into a weekly meeting\n4:45 \u2013 Hearing fantastic feedback from clients about your efforts\n5:24 \u2013 Reviewing client cases with colleagues and creating motivation\n\nFind more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/\n\nListen to the monthly series, MDRT Presents: @mdrtpresents