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Are Virtual Meetings a Reality with Your Practice?

Industry Trends and Research

As the end of the second quarter approaches, a reader asked, “How many advisors use webcast platforms for some or all of the quarterly Committee meetings and how are those received?”

As NAPA-Net readers know, there are few things more valuable in your day than time – and so-called “virtual” meetings cab certainly enhance productivity – but at what relational satisfaction cost?

And, not only committee meetings, are you taking advantage of these platforms for one-on-one meetings with participants? And are there other ways in which you’re utilizing the technology?

Let us know what you’re doing – or not doing – or not yet doing – with this week’s NAPA-Net reader poll.

It’s online at

And yes, we’ll have it all wrapped up for you (virtually) on Friday!