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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies.  We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

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Excerpts from Client Acquisition in a Virtual World

Apr 13, 2021

In this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we’ll hear highlights from the March 4th presentation titled, Client Acquisition in the Virtual World.

Because you now spend most of your time in front of a screen, you can no longer rely on in-person meetings, lunches,...

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