“Show Clients Your Face” and Other Advice for Zoom Calls

The American College of Financial Services
May 1, 2020

With the COVID-19 pandemic continuing to change the way financial advisors do business, being able to remain level-headed during tumultuous times is key to effective crisis communication.

In The American College of Financial Services’ most recent “Financial Planning During COVID-19” webcast, experts in both financial research and public speaking, including The College’s Michael Finke and David Blanchett, along with Morningstar senior columnist Christine Benz and national corporate speaker Deirdre Van Nest, weigh in on how to handle communications during these difficult times.

In case you missed the webcast, read on for more details in this write-up from InvestmentNews.