Search
  • Keena Pettijohn

Becoming a "Virtual Virtuoso"

Becoming a "Virtual Virtuoso" in these times of "Business as Unusual"is required as we conduct more of our business remotely. As a Veteran of Bricks and Mortar for more then 25 years and a advocate and user of Wealth Management Technology for the last 6 years,I thought it would be useful to put together a Layman's' Quick Checklist of things, in a pre-fillable PDF format to have in one's tool box in this digitally enhanced world.I will admit that there are many Subject Matter Experts for understanding what is needed on-hand to avoid becoming a "digital dinosaur" and I will defer to them in hopes of getting their feedback in helping bring this form to the next level.








5 views0 comments

Recent Posts

See All

Leveraging Audio Platform with Clubhouse

Casual and impromptu conversation by major icons and thought leaders. Proud and humbled to be on the next Wealth Tech Clubhouse Dinner Party with renowned Aaron Klein on June 23rd at 5:15 EST https://

The Future of Tech for Financial Advisors

I had such a good time working with Paul Thompson to bring you The Future of Tech for Financial Advisors podcast. Here are Paul's words introducing the program. 🎥 THE FUTURE OF TECH FOR FINANCIAL ADV