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Picture of [Video] Connecting Your Team and Clients with Technology

[Video] Connecting Your Team and Clients with Technology

Focus Session
SKU: 21MDRT-32V
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$40.00
$55.00

Monday Session

Having intention with your calendar, the help of your team and clients of your choice will allow you to operate in today's environment. Managing, preparing and scheduling meetings can all be seamless if you prepare in advance. As we move to a more digital environment, leveraging technology is key. Angulo shares the tools to manage this on a day-to-day basis so clients experience the process without skipping a beat.

Speaker Bio

Barjes Angulo, LUTCF, RICP, has been helping clients achieve their financial objectives for more than 20 years. As the founder of New York-based Angulo Strategies LLC, Angulo supports clients across the nation in growing, managing and protecting their wealth. As a highly regarded professional in his field, Angulo frequently speaks at important domestic and international industry events and also enjoys delivering presentations and workshops on various financial topics for those approaching retirement.
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