Episode 22: Tips & Processes to Manage Your Practice In This Virtual Environment with Al Caicedo
In the last couple of years, there has been a shift in businesses, creating an abundance of advisors working virtually.
But it is not as easy as it may seem. To successfully manage a virtual business, you must stand out from the crowd.
In this episode, Jeremy Houser speaks with Al Caicedo, president, and owner of CKS Summit Group. Al shares different strategies advisors can incorporate when switching to an online platform and the personalization they need to create a loyal customer base.
The importance of incorporating webinars and video messaging within your practice
The truth about trust, ego, and commitment when it comes to building and maintaining a business in this virtual environment
How to keep your clients informed without throwing them an abundance of oversaturated information
Ways to personalize your relationship with your clients