You Ask, We Answer Resource Roundup Edition: Digital Leadership

Just because you’ve been doing something for a year doesn’t mean you have all the answers. For this special edition of You Ask, We Answer, we’ve identified some of the biggest questions relating to leadership in this digital age and found just the right Finseca resources to answer those questions.


You ask: How can I transform in-person recruiting events into digital formats?

We answer: Amy Salo and her team at Wealth Advisory Group describe their process of transforming in this 10-minute presentation from Finseca’s 2020 digital conference Beacon.


You ask: I know joint work is a valuable tool for developing agents and advisors, especially those new to the profession. How can I do joint work in a digital environment?

We answer: Hope Hernandez answers your question in this 15-minute presentation from Finseca’s 2020 digital conference Beacon.


You ask: How are fellow leaders in the profession doing digital onboarding for new agents and advisors?

We answer: Amy Salo and her team at Wealth Advisory Group provide a snapshot of their new agent onboarding practices in this 11-minute presentation from Finseca’s 2020 digital conference Beacon.


You ask: What are some of the best practices for facilitating virtual meetings or trainings?

We answer: Joey Davenport with Hoopis Performance Network helps you refine your digital facilitation skills in this 26-minute presentation from Finseca’s 2020 digital conference Beacon.