The Remote Advisor: Excelling In A Distributed World

Presented by

Bill Wreaks | Kirti Naik | Renee Baker | Dan Simon

About this talk

The world of work has changed. Marketers need new strategies and tactics for engaging with advisors, and advisors need to adjust how they are engaging with their clients. Join this discussion to learn how marketers can re-think their products for distributed workforces, and how practitioners can adapt most effectively to remote working. [Moderator] Bill Wreaks, CEO & Chief Analyst, Gramercy Institute Kirti Naik, CEO, Tikka Solutions. Daniel P. Simon, CEO & Co-Founder, Vested Renee Baker, Head of PCG Advisor Inclusion Networks, Raymond James

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