Financial Marketing Agency Blog | Marketing Wiz

How to Develop Stronger Client Relationships with Virtual Meetings

Written by Craig Hall | Nov 6, 2020 4:45:00 PM

When it comes to forging deeper connections with clients and prospects, there's no substitute for a face-to-face discussion. However, while virtual client meetings may seem to lack the personal touch of an in-person conversation, it is possible to have meaningful client meetings — and build stronger relationships as a result. This article from Kitces explains how RIAs can use virtual meetings to strengthen client relationships.