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In the challenge to make offices both COVID-19-safe and attractive places to work, firms have been experimenting with working arrangements and space while employees toiled at home.
As if Zoom weren't enough, the broker/dealer is working on an augmented reality application that will allow advisors and clients to 'meet' in a virtual room.
Keil Financial Partners' Jeremy Keil details how he’s been able to double his firm’s size over the past two years using external lead-generation services.
The firm is also working toward a hybrid work environment for its branch offices, to facilitate both human and mobile interactions, said CEO Paul Reilly.
