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Remote Soft Skills, Video Calls and Emotions in Uncertain Times

Every month, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management center to differentiate yourself with new ideas and build enduring client relationships.

We are tackling three timely subjects for advisors this week as we continue to navigate the COVID-19 world. First up is a piece about the soft skills advisors need for working remotely. Our second piece focuses on getting the most out of video calls. Our final piece this week covers the role of emotions in uncertain times.

Whether you are working from home or from a secluded, social-distancing office space, this author suggests 5 soft skills financial advisors need to improve upon to work entirely online.

Check this piece out for best practices on how to get the most out of your video calls with clients and prospects.

This is an excellent piece that offers two great actionable strategies to help you optimize your communication with clients and prospects during uncertain times.

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