Tag: capacity

Use This Tool to Stay Top of Mind (Distraction-Proof Advisor Idea Video #215)

Getting yourself and your clients comfortable with virtual communication now will continue to pay off long after COVID's gone. Loom is a useful tool...

A Proven Way to Grow Client Capacity (Distraction-Proof Advisor Idea Video #3)

Being predictable may not sound exciting, but the results for your client capacity can be thrilling!