Virtual events and meetings are transforming the way financial advisors do business. On the latest episode of The Modern Financial Advisor Podcast we dive in on this concept with Kevin Darlington of Broadridge Advisors Solutions and Jeremiah Desmarais of Advisorist.
The two firms are hosting the second annual Virtual Financial Advisor Summit and we'll be producing a special episode of the show for the event.
As I mentioned in the preview video above, you can watch the entire episode of the podcast on YouTube as well. The video is embedded below for your convenience. Make sure you subscribe to the Truelytics YouTube channel!
To listen to the episode simply click play on the audio stream at the top of this post or subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Podcasts, Alexa, SoundCloud, Stitcher, and TuneIn.
Resources Related to this Episode:
Below are a few additional links and resources for advisors interested in embracing virtual events and digital tools:
- Leadership During Our New "Work From Home" Reality - Enterprise leaders are also adapting rapidly to the use of virtual meetings and events to ensure their teams continue to thrive.
- Rapid Technology Solution Development for Wealth Management Firms - In times of great chance, firms have to more fast to implement new technology solutions. Eli Gassert, CTO of Truelytics shares how firms can move fast even in this new environment.
- Benchmark Your Technology Usage - The technology you use in your business is a core component of your business performance and by extension the firm's valuation. Use TruePerformance to see how your firm stacks up against its peers.
Note: If you are already a Truelytics user, simply log in and check out your Peer Benchmarks on your TruePerformance Scorecard.
If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above
