Presenting virtually to clients, colleagues, and even family members requires adapting to the new demands of digital meetings. The stakes are high; much of our success depends on our ability to communicate effectively. Yet there’s little guidance for virtual presenters beyond the technical requirements, and audiences are quickly losing patience with flawed and failed meetings.
“The Living Zoom” is designed specifically for financial professionals like you and aims to help you discover ways to adjust your setup, setting, and speaking so that you can thrive and survive in the new era of virtual presenting.
Financial professionals, to learn more about the “The Living Zoom” program, please contact your Invesco consultant.
Create a model practice
Incorporating model portfolios into a practice can help ensure clients get the professional investment management they want — and need — while giving you more time to nurture client relationships and prospect.
Attain and retain high-net-worth clients
High-net-worth clients are important for your practice. Learn how to ensure your business can meet their needs in our program, Crafting a Higher Performing Practice.
Attain and retain high-net-worth clients
High-net-worth clients are important for your practice. Learn how to ensure your business can meet their needs in our program, Crafting a Higher Performing Practice.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
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"The Living Zoom" is based on Invesco Global Consulting's work with Cheryl McPhilimy, McPilimy Associates, Inc., and Maslansky + Partners. Invesco Distributors is affiliated with neither Cheryl McPhilimy, McPilimy Associates, Inc., nor Maslansky + Partners.
Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional.
All data is created and produced by Invesco Global Consulting unless otherwise noted.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Note: Not all products or services available at all firms. Financial professionals should contact their home offices.
This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.
