Tech talk: taking your business virtual

from Portfolio Intelligence Podcast Hosted by John Bryson, Andy McFetridge

In today’s environment, financial professionals can’t really maximize their businesses’ potential without using virtual technologies. National Sales Manager Andy McFetridge joins John Bryson to talk about making the most of these technologies and techniques—including online meeting platforms, strategies for personalizing the client experience, and other best practices for communicating through virtual meetings. Learn how using today’s technologies well can enhance your connections with clients while unlocking new value for your business. Financial professionals: Check out our resources on virtual meeting essentials.

Episode details come from the podcast's RSS feed.

Embed this episode

Attribution link and audio player

Ready to play

Tech talk: taking your business virtual

0:00 16:24

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar episodes

XXX Tech - A New Beginning

Feb 1, 2025 2 hr 48 min

Similar podcasts

The Course Mentors Podcast The Course Mentors Hey there, future course creator! Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon! Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks. No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself. Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently asked questions

How long is this episode of Portfolio Intelligence Podcast?

This episode is 16 minutes long.

When was this Portfolio Intelligence Podcast episode published?

This episode was published on October 16, 2020.

Can I download this Portfolio Intelligence Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.