Financial Services

Virtual Sales: A Hidden Opportunity?

| 50 minutes

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Discussion Topics:
RMs and advisors have relied on in person interactions to drive sales for decades, but COVID 19 has eliminated their ability to meet with prospects and clients. As at least some restrictions could remain in place for the foreseeable future, banks should devise strategies to effectively engage with clients virtually and capture untapped opportunities from virtual selling.
Hosted by

Benjamin P Seesel

VP, Advisory