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How Financial Professionals are Operating in this New Era of Uncertainty
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8/10/2020
When: August 10, 2020
4:00 pm EST
Where: Webinar Dial-In Information will be Provided in Confirmation Email
United States
Contact: 202-367-1111


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Date and Time: Monday, August 10th, 4:00pm-5:00pm Eastern

Description:

Incapital and Red Zone Marketing have partnered to conduct ongoing research on how financial services businesses are adapting and thriving in the midst of the COVID-19 crisis, which includes a survey of nearly 650 financial professionals across more than 50 firms and 48 states.  Join Chris Mee and Marybeth Kuzmeski for expert analysis of key findings from the survey, including how financial professionals are going to:

  • Protect clients and employees while moving back to work in the office
  • Conduct marketing programs to drive their businesses in spite of uncertainty
  • Meet with clients and prospects safely and productively
  • Use virtual forms of communication to drive engagement
  • And much more...

Presenters:

Chris Mee, Managing Director & Head of Wealth Management Solutions Distribution, Incapital

Maribeth Kuzmeski, PhD, President, Red Zone Marketing

 

Please click here for full details about the session, including presenter bios.

 

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