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As an advisor hosting a webinar, or merely connecting with clients via zoom calls, you don’t want your poorly lit face to be what participants remember. If your audience is distracted, you can almost guarantee that your efforts for organizing a digital meet-up are in vain. Kalli Collective’s video producer, [...]
These days, with the new norm of live presentations being sidelined for online options, it makes a dull, clunky webinar that much more intolerable. And when potential clients mentally tune out during your spiel, they’re not going to discover all the reasons you would be a great advisor for them. [...]
So you’re an advisor, not an accountant. But ignoring or dismissing tax season could be costing you new client opportunities. There are natural connections and easy conversation starters that could both draw in new clients and further deepen the trust you’ve built with those you’re already working with. [...]

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