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Posts about Client Interaction

Virtual Advisor: Best Practices for Online Meetings

For the foreseeable future, face to face client interactions will not be an option, especially with the risk to immunocompromised and elderly clients. Unfortunately, online web and video conferencing, as well as phone conversations, are lower forms of communication. Keep in mind 55% of communication is body language, 38% is the tone of voice, and 7% is the actual words spoken, so meeting virtually drastically changes how we connect with one...