Scott E. Plaskett, CFP featured on Investment Executive TV – Effective Webinars and Online Meetings with Clients

By: Dan Richards, President & CEO of Strategic Imperatives Corp., Investment Executive (Canada’s Newspaper for Financial Advisors)

Scott Plaskett, CFP, and CEO of IRONSHIELD Financial Planning Inc. describes the technology platform he uses for online client reviews, detailing the applications, costs and content. He spoke with Dan Richards, president and CEO of Strategic Imperatives Corp.

 

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