Virtual Morning Meeting: Fostering Client Connection During Covid and Beyond

Date: Tuesday, January 26, 2021
Time: 7:45am - 9:00am
Location: Zoom - Register through CVent
Speaker: Jill Shipley

We pride ourselves on being high-touch, relationship-oriented, client-centric professionals with calendars traditionally booked with meetings, client lunches and networking events. We spent most of 2020 trying to find creative ways to connect and engage clients virtually, striving to authentically deepen relationships without becoming an annoyance offering another webinar in the world of zoom fatigue.

We learned a lot about when, why and how clients and prospects want to be communicated with (and how they do not). Jill Shipley will engage us in a facilitated discussion sharing best practices, recommendations, do’s and don’ts and lessons learned to help us foster client connection during Covid and beyond.

Learning Objectives
Attendees will leave with:

  1. Explain the research and antidotal experience around how, when, how frequently and for what reason clients want to be communicated with
  2. Describe at least 3 ways to connect more effectively virtually
  3. Define 2 lessons learned or silver linings from 2020 that can be applied to 2021 and beyond

Approved CE: 1 CFP® & 1 CLE Credit

Zoom Webinar Login: 7:45 – 7:55 am
Announcements: 7:55 – 8:00 am
Presentation: 8:00 – 9:00 am

See Upcoming Event Calendar