November 23 – Client and Prospect Engagement During These Challenging Times: What Has Changed and What to Consider – Fidelity Investments – 1 CE Credit

Client and Prospect Engagement During These Challenging Times: What Has Changed and What to Consider by Fidelity Investments

Registration is complimentary for financial advisors.

Summary: The COVID-19 crisis has shifted the way advisors connect with clients and prospects — some trends could be temporary, but some may be here to stay. Tune in for insights from Fidelity Investments and eMoney around what actions to consider to strengthen your client engagement and prospecting effectiveness. More...

Date: Monday, November 23, 2020

Time: 1:00 PM Eastern Standard Time

Duration: 1 hour

Available for 1 CE Credit