Virtual Meetings

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Exit Planning Exchange

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Our Member Tip is moving on line this month! Given the challenges we are all facing, we thought that it would be helpful to convene a conversation about how to lead virtual meetings. 

We’ve set up a short meeting this Wednesday, March 18th at noon EDT. We’ll talk about how advisors are using virtual meetings to serve our clients at a time when they need us more than ever.  

It’s a two-part meeting. Experienced users can join to share best practices then we’ll stay on the line to help newer users get more comfortable with running this type of meeting. 

We hope to help lift everyone’s game so we can better serve our clients and communities. Please register now and let me know if you have any issues/questions that you want to address.

Updated: March 16th, 2020

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