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PANC 2020: Best Practices for Virtual Meetings—and Avoiding Zoom Fatigue

Mon, Sep 14, 2020 · 4:30 PM · Eastern Time (US & Canada)
About This Webinar

When advisers opted for virtual client or committee meetings in the past, clients may have seen it as a cost savings measure, and the meeting typically consisted of the usual quarterly report discussed over teleconference. With virtual meetings likely here to stay for at least some time, how can advisers best engage their clients and committee members in the governance of their plan? What are advisers finding works best in terms of both platforms and/or topics?

Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Founder, ShoeFitts Marketing
Sheri Fitts, a financial services marketing and brand guru, will completely upend the way you think about generating referrals, attracting the best-fit client, and driving sales and retention goals. From Utah to the United Kingdom, she has shared her expertise as a marketer and business owner with packed, in-person and virtual audiences. Sheri’s clients include leaders and advisors from such forward-thinking companies as Ameriprise, BlackRock, Charles Schwab, LPL Financial, Principal, Transamerica, Commonwealth, John Hancock and more. Throughout her 30-year career she’s been an early adopter of technology. She sent her first email newsletter in 1998 and coded her first website in 2000. In 2006, she began teaching financial service organizations the ins and outs of LinkedIn – at a time when many were hoping the “Internet thing” would blow over. Today she continues to drive innovation and exploration through her work to help industry leaders broaden their reach through video and virtual media. Beyond simply turning on the camera and offering a talking-head solution, Sheri coaches leaders and their teams as they reimagine their next virtual high-stakes presentation.
Webinar hosting presenter John M
Managing Editor, PLANADVISER.com
Webinar hosting presenter Alison Cooke Mintzer
Executive Director, ISS Media
Webinar hosting presenter Rebecca Moore
Managing Editor Digital, PLANSPONSOR.com
Webinar hosting presenter Judy Hartnett
Managing Editor Print, PLANADVISER.com
Documents
PDF
Speaker_Bios_-_Day_1_-_Best_Practices_for_Virtual_Meetings—and_Avoiding_Zoom_Fatigue.pdf
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