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What’s Working Now: This advisor shares how he has transitioned his financial education strategy online—and how webinars have brought in several new clients since March.
What if clients always left your meetings excited and well-informed? That would differentiate you from competitors, wouldn’t it? Learn what it takes to give your meetings this kind of impact.
Years of experience have taught you how to keep your prospects’ and clients’ attention in person, but online meetings and webinars are a different story. Here are some must-know tips on virtual engagement from BJ Fogg, PhD, author of Tiny Habits.
Now is the time to offer a more casual webinar, one that makes clients feel connected and offers focused information. With a virtual “coffee chat,” you can reassure them, help them gain a clearer perspective on the outbreak and economy, and most of all, connect in a human way during this stressful time.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025