Few things are more important than securing a meeting with a key prospect or client, particularly when time is of the essence. Unfortunately, many boutique asset managers inadvertently complicate the process of scheduling meetings by getting caught up in unnecessary email tag, resulting in a loss of urgency and missed opportunities. Do this instead.
The most successful asset managers have embraced Zoom for video conferencing. In this article, we’ll point out the common mistakes that asset managers are still making on Zoom calls, and how to avoid them.