It still blows our minds that #AdviceFirms by and large are still not getting the most value for their clients and their business out of the medium of video.
We have been nagging the Advice professions for more than a decade that they should be using video to create greater leverage within their firms. The truth is that FEAR is a very large part of the mental roadblocks that hold Advisers back from using the medium of video.
So in this video, we are going to shine a light on your thinking and question your actions as it relates to the use of video within your Advice business.
If there was one good thing for us during the Lockdowns it’s that video as a meeting platform to use with clients at least gained some traction. Yet how many Advisers took the chance to convert their clients to video meetings as a default?
Let’s get into the topic and discuss the fears and misconceptions!