There is a time for the human touch, when clients need to have an advisor in front of them. But, increasingly, advisors such as Lee Davis are embracing a virtual connection with clients and prospects, and are seeing it spur growth and increase efficiency.
Davis has a main office in Greenwood Village, Colo. and a remote or virtual home office in Scottsdale, Ariz. Here, he shares the inside scoop on how it all works.
Check out our feature story on how technology is transforming insurance sales, The Skyping of the industry.