Program Overview
Are virtual meetings the new norm that we will all face even after we get past solving the COVID-19 health crisis? Join us for this session to learn the tricks, tips, and techniques to getting new financial advice, wealth management, and insurance clients in a virtual world.
You Will Learn:
- How to reposition your brand coming out of COVID-19
- How to build a 360 surround sound online
- How to use LinkedIn to get more appointments
Featured Speaker:
Ted Jenkin, CFP®, CRPC®, CRPS®, AWMA®, AAMS®, CMFC®
Ted Jenkin is the CEO of oXYGen Financial. He pioneered the Private CFO® role to offer a new financial services model to business owners and high net worth individuals across America. oXYGen Financial now has more than 1.7 billion dollars of client assets under management and is one of the most progressive tax management firms in the country. Ted is a featured guest on CNN, Headline News, CNBC, and in the Wall Street Journal. He has six advanced designations from the College for Financial Planning (CFP®, CRPC®, CRPS®, AWMA®, AAMS®, CMFC®).
Ted lives in Milton, GA with his wife Genna and three kids.
Registration Fee: $39
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
Time:
12:00 pm – 1:00 pm ET
11:00 am – 12:00 pm CT
10:00 am – 11:00 am MT
9:00 am – 10:00 am PT
Note: This webinar was originally broadcast live on September 17, 2020.
