Speakers: Dave Alison, CFP, EA

Year: 2021

In 2018 Dave opened up Alison Wealth Management in the heart of Silicon Valley while living in Cleveland, OH. Over the last 3 years, he has built a thriving holistic planning firm even though he is 2,470.7 miles away from his clients by leveraging technology and operating in a virtual environment. In this session, Dave Alison will teach the top best practice, innovations, and technology he has used over the last 3 years to build a thriving wealth management business virtually. Learning Objective #1: Fast-track your virtual implementation by learning by learning my mistakes and successes of building a virtual business. Learning Objective #2: Understand the power of having a virtual sales process. Learning Objective #3: Learn 3 efficient mediums to hunt and farm new prospects virtually.