OnceHub Meeting Locations Webinar
Автор: OnceHub
Загружено: 2025-10-06
Просмотров: 57
Описание:
Lessons from 1M+ Bookings: Smarter Meetings for Financial Advisors
What's the best way to meet clients—virtually, in-person, or somewhere in between? The answer can make a huge difference to your bottom line.
In this exclusive webinar, @OnceHub CEO and Co-founder Rami Goraly shares actionable strategies based on insights from over one million real-world meetings. You'll discover how leading financial advisors use their meeting location strategy as a powerful tool to grow their practice in today's flexible business culture.
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Here's what you'll learn in this session:
✅ How to strategically choose meeting locations (virtual, hybrid, or in-person) to expand your reach and attract more clients.
✅ Practical steps to increase efficiency and significantly reduce practice overhead.
✅ Techniques to strengthen client relationships and build trust regardless of meeting format.
✅ Best practices for adapting both new and established firms to a flexible meeting culture.
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Webinar Details & Resources
📅 Webinar Presented: Thursday, October 2nd
🎤 Presenter: Rami Goraly, CEO & Co-founder, OnceHub
➡️ Start streamlining your own client scheduling: https://www.oncehub.com/signup
#FinancialAdvisor #FinancialPlanning #ClientMeetings #HybridWork #Fintech #BusinessGrowth #SchedulingApp #MeetingStrategy #HybridMeetings #OnceHub
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