You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP

Episode breakdown:

0:29 – Streamlining and automating using technology
2:25 – Utilizing training boards via Zoom to create training manuals
5:03 – Innovating through business planning and new ways to reach clients
9:02 – Increasing social media content, particularly video
10:36 – Determining what information to share in video content