Virtual Sales: A Hidden Opportunity?

On-Demand | 50 minutes
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. Show More Show Less
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Host
Benjamin P Seesel ,
VP, Advisory

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