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.