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June 18: How to Truly Connect with Clients: VIRTUALLY


As advisors protect themselves, their team and their clients from contracting coronavirus, in person meetings have been cancelled for weeks, or months! 

Communicating with clients should be your top priority now. It has never been more important - or more challenging - to execute effective virtual meetings. 

We will show you, step by step, how virtual meetings can help you truly connect with clients and prospects. Our best practices will help make your virtual meetings more professional and meaningful. 

Please join Trisha Qualy, Managing Partner of Affiliated Advisors, and discover just how simple it can be to conduct great virtual meetings!


As Managing Partner of Affiliated Advisors, Trisha leads our firm's practice management initiatives. She is passionate about helping advisors grow and improve their businesses. Incorporating technology, marketing, and strategic planning into advisors’ practices, are ways Trisha supports advisors' success.

Trisha graduated from the University of Minnesota and she is a CERTIFIED FINANCIAL PLANNER (CFP®). Additionally she is an Investment Adviser Certified Compliance Professional (IACCP®). Trisha holds Series 7 and 66 licenses.


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