The Evolution of Virtual Meetings

Update: 2025-11-24

Description

In this episode we discuss how the use of video meetings has evolved since the pandemic. How these meetings have been optimized, how client acceptance of these meetings has evolved, the generational impact, remote advisors, and virtual meeting rooms in branches.

Join our guests for this insightful conversation.

Pete Dunlap – Citizens Bank
Michael Miroballi – Huntington Bank
Terrence Powell – Randolph Brooks FCU

Comments

In Channel

Leveraging Sales Assistants

2025-12-1901:01:02

Maximize your CRM and Elevate Customer Engagement

2025-12-1654:54

The Evolution of Virtual Meetings

2025-11-2449:50

Building a Career Path

2025-11-2152:58

Being Creative with Compensation

2025-11-1056:04

The Magic of the Discovery Process

2025-11-0701:05:29

Financial Planning – To Charge or Not to Charge

2025-09-1142:55

Structuring a Good Succession Plan

2025-05-1358:33

Navigating Market Volatility

2025-04-1428:08

How to get the rest of your advisors to transition from transactional to advice-based

2025-01-3051:10

Creating Differentiation

2024-12-2356:51

Community Building to Win Clients

2024-12-2055:14

Second Story Advisor Success

2024-12-1644:07

Leveraging Data for Growth

2024-12-0958:55

Leveraging Centers of Influence

2024-11-2149:52

Fostering Cross-Departmental Cooperation

2024-09-1145:45

Leveraging Advisor Mentorships

2024-06-1357:35

The State of Advisor Training

2024-05-2829:22

Leveraging Technology to Gather Assets

2024-03-1501:03:50

Exceeding Client Expectations

2024-02-2501:00:57

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The Evolution of Virtual Meetings

#box-pro-ellipsis-176634082898150{-webkit-line-clamp:2;}The Evolution of Virtual Meetings

The Evolution of Virtual Meetings

The Evolution of Virtual Meetings