Financial Marketing Agency Blog | Marketing Wiz

Why Your Firm Might Not Want to Go All-In On Virtual Client Meetings

Written by Logan Burgess | Oct 12, 2021 2:00:00 PM

After a year of video calls and telephone meetings, we've all become accustomed to doing business virtually; in fact, a number of organizations are transitioning to operational models that prioritize virtual meetings over face-to-face contact. Your firm may be tempted to follow this trend, but when it comes to their finances, some of your clients might prefer in-person discussions. This article from RIA Intel explains why you may want to think twice about focusing on virtual meetings.

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