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Adapt & Connect in a virtual world

DEEPER CONNECTIONS IN A VIRTUAL ENVIRONMENT

Yes, it is possible! In the wake of COVID-19, Financial Professionals are unable to conduct in-person client meetings, making it even more challenging to address investor emotions amid uncertain
times.

Reading micro-expressions over the phone or video conference to glean insight on how a client is feeling can be exhausting. Connecting with clients in a meaningful way and articulating your value in a COVID environment is a challenge for many Financial Professionals today.

Here we’ll walk through Financial Virtues – a simple, science-backed survey that facilitates better financial conversations.

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