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.

Al discusses:

  • 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
  • And more!