The transition from working with prospects and clients in-person to a virtual setting has been challenging for every advisor. Changes bring growing pains and learning experiences, but it’s essential for the future of your business. Today we bring on Daniel Allgaier, CFP®, from our team to talk about his experience teaching virtual classes and the process he uses to get prepared.
Read more and get additional resources here: https://www.emerging-advisor.com/ep-9-what-weve-learned-from-teaching-virtual-classes/
What we discuss on this episode:
0:48 – Introducing our guest today
3:00 – The two weeks leading up to the class
6:20 – Importance of practice
7:31 – The routine on the day of classes
9:28 – It’s a time commitment
11:44 – Not a high-pressure sales situation
13:50 – Recapping the experience
Ep 10: Overcoming the Challenges Currently Facing Advisors
Ep 8: Embracing New Technologies & Processes with Don Anders
Ep 7: Finishing Out 2020 & Planning for the New Year
Ep 6: The Keys to Effective Communication with Adam Cufr, RICP®
Ep 5: Running Your Practice Virtually
Ep 4: Get Results Using the 3 Ms of Marketing
Ep 3: Setting a Profit Target for Your Business
Ep 2: Putting Together the Ultimate Practice Blueprint
Ep 1: The Genesis Story Behind Emerging Advisors
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