2 Minutes on BrightTALK: How to Use Technology to Connect with Prospects and Cl

Presented by

Eric Clarke, President at Orion Advisor Services

About this talk

Learn how technology can enable you to have better conversations with prospects and better engage current clients.

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The US Financial Advisors Channel provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning. You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.