Why Video?
Advisors might not think about making videos, but video is a very powerful tool for employee, client and prospect communications. Our experts describe why and how it works. As we imagine you are this time of year, we’re busy attending industry conferences and have been delighted to share our perspectives on a few recent podcasts. We hope to see you in person at an event soon!
Why Video is Your Change Management Lifeline
A communication strategy is a critical component of the change management process. And, once you’ve built a communications plan that encourages both adoption and trust, your delivery tool of choice should be video. Learn why and some of the best ways to use it.
The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz
Recently Doug took the opportunity to sit down with Shannon Rosic and discuss all things CRM. He spoke about the shift from traditional CRM systems to more integrated, automated solutions; identified some frustrations and wish list items for our CRM systems, and explained how CRM maturity and workflow customization in increasing satisfaction.
Hear and Persevere: Inspiring Stories of Dynamic Women
Liz Fritz was invited to share her story of founding F2 Strategy with CopyTalk. She discussed how F2 was born as well as her belief that women have a critical role to play in the industry.
