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Client Connection

We’re Here to Help!

DBS is kicking off the year with an additional resource center for our advisors. These resources are built around the idea of strengthening Client Connection. January’s featured topic will take a look at enhancing and building a new productive virtual office. In the next few months, our social media pages and newsletter will feature this information on “Client Connection.”

Come to this page for more resources, ideas, and related links to make sure you’re starting off this new year strong with client connection. If you have questions, don’t hesitate to reach out to us!


Working Remotely

As most people continue to work from home for an unknown amount of time it is important to set your office up correctly so you can connect with your clients in a virtual manner. This will in turn help you find success in achieving your goals – and DBS wants to help!

It may not be the preferred way to conduct business from the corner of your home, but there are some positives to it! Follow us through the next few months as we teach the in\’s and out\’s of making this year the most productive one yet all in the space of your home.

Microsoft Support

Zoom Meeting Support

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