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Remote Control: Tips to Help Keep Your Finger on the Play Button As Your Practice Goes Remote

National Association of Plan Advisors [NAPA]

Apr. 14, 2020
Recorded Online

[Editor's note:  link is to 15 presentation slides from April 14, 2020 webinar.]

In recent weeks, home offices have transformed into temporary full-time workspaces, thereby creating noticeable challenges to running a small business.

So how can you maintain a healthy practice while working remotely?

As home offices have temporarily become permanent offices, we have all had to adjust our personal and business routines. Odds are that you have been spending more time on the couch binging shows than pouring over prospects, but it doesn’t have to stay that way. The markets and quarantine policies may be out of your control but keeping your business healthy during this time isn’t.  

Join us for some practical insights, and the perspectives of Advisors who are having success running their businesses remotely.  

Topics will include:

  • Ideas on setting up a successful Practice from home and the importance of mental and physical wellness during this time
  • Advice from advisors on how to prospect virtually and connect with your clients
  • Cybersecurity tips to help protect plan sponsors and your home office

More Information, How to Register

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