MasterAdvisor 42: How Advisors Can Connect with New Clients as Demand Surges
by Daniel McCarthy /
Feeling stuck in the day-to-day where it seems tougher than ever to find new clients? Sometimes it takes some thinking outside of the box and not just relying on the rolodex. The top minds of the industry are always taking unique leaps to reach consumers outside of traditional methods both in-person and digitally. This can include engaging your followers on Facebook, setting up forums on Zoom or attending and putting yourself out there at face-to-face consumer trade shows.
In this session, Theresa Scalzitti, Chief Sales Officer at Cruise Planners, and Jim Forberg, Chief Operating Officer at Unicomm, share what works and what doesn’t when thinking of innovative ways to connect with clients.