"Protect Your Team, Your Clients, and Your Firm's Financial Health Against COVID-19"

SmartMarketing has been closely monitoring the coronavirus (COVID-19) outbreak and its ramifications for our clients. Many people have been infected and many businesses are already suffering from the spread of COVID-19. You are no doubt concerned about your firm’s ability to meet the needs of existing clients and get new clients during this crisis.

We are dedicated to helping you protect your team, your clients, and your firm’s financial well-being against this unprecedented and rapidly growing threat.

In our webinar, "Protect Your Team, Your Clients, and Your Firm's Financial Health Against COVID-19", SmartMarketing strategist, Lisa Roser covers:

· How to use your website and other tools to host virtual workshops and client meetings for people who want to plan but simply won’t leave home during the pandemic

· How to communicate to prospective clients that the pandemic exemplifies why families need to plan ASAP. Estate planning provides control and certainty in an uncertain world

· How to reassure prospects and clients that your office is a safe place to meet with you in person