20EDGE-05A: Turning A Remote Work Environment Into New Levels of Productivity

Member Session | Speaker: David E. Appel

Wednesday, November 18, 2020

Turning A Remote Work Environment Into New Levels Of Productivity
David E. Appel, ChFC, CLU

David Appel’s practice thrived on countless in-person procedures that suddenly had to change in 2020. How did he adapt to a world in which live seminars were impossible, life insurance checkups were minimal, and new client touchpoints and marketing techniques became essential to maintain relationships and production? This presentation identifies important strategies for making impactful, timely changes in your practice — whether due to a pandemic or just a need for new, virtual efficiencies.