Ep 33 How Virtual Meetings Are Transforming Financial Advise

Smart Wealth: Navigating Your Financial Future

In this episode, Brett Cranson and Omari Whyte discuss the evolution of financial advising in a post-COVID world, focusing on the shift to virtual meetings and how it has transformed client interactions. They explore the benefits of virtual meetings, including increased efficiency, enhanced client engagement, and a streamlined onboarding process. The conversation highlights the importance of maintaining strong client relationships and the value of in-person connections, even in a predominantly virtual environment.
Takeaways

• The shift to virtual meetings has increased efficiency.
• Clients can join meetings from anywhere, making scheduling easier.
• Virtual meetings allow for better content delivery and engagement.
• The onboarding process has become more streamlined and effective.
• Regular virtual check-ins enhance client relationships.
• Smaller, focused meetings reduce overwhelm for clients.
• Screen sharing has improved the clarity of presentations.
• In-person meetings are still valuable for deepening relationships.
• The pandemic has accelerated the adoption of virtual advising.
• Maintaining contact is crucial for successful financial planning.

Chapters
00:00 Introduction to Virtual Financial Advising
03:02 The Shift to Virtual Meetings
05:58 Enhancing Client Engagement
08:59 The Client Onboarding Process
14:55 Maintaining Client Relationships
17:54 Conclusion and Future Outlook
LinkedIn Brett Cranson: linkedin.com/in/brettcranson

LinkedIn Omari Whyte: linkedin.com/in/omari-whyte
For business inquiries, please head over to
https://www.uptownwealthmanagement.com
https://www.familyfirstadvisors.ca
email:
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Brett Cranson & Omari Whyte have been helping Canadians with their Financial, Retirement and Estate Planning since 2003. Our office is based in Toronto, ON, Canada - but help Canadians Coast to Coast.