Katie Stokes Chats About Virtual Client Service

Katie Stokes, financial analyst for Core Advisors, recently sat down with us for a chat about virtual client services and how to implement them. Due to COVID-19 worldwide pandemic, many business are switching to digital/virtual services to assist customers and clients with the high-quality service they deserve. Here’s what Katie had to say on the subject:

Transcript of the Interview:

John – So, you know, Katie, thank you for being here today.…

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