The Evolution of Quarterly Investment Committee Meetings
The objective of these regular meetings has changed, and advisers are adapting.
Tag: committee meetings
Cover Story
A Shift in the Tech Landscape
The pandemic forces advisers to rethink their business models and integrate technology.
Practice Management
Cures for Virtual Meeting Fatigue
… plus a prescription for improving your presenter skills.
PANC 2020: Best Practices for Virtual Meetings—and Avoiding Zoom Fatigue
Content, surroundings and technology preparation are important for creating client and committee meetings that keep everyone engaged.