Nearly every business across the country has been forced to implement some sort of virtual work environment and advisors are no different. From meetings to webinars, Sean and Scott have embraced the changes and adjusted to accommodate the needs of the client. Let’s talk about how that process has gone in our offices, what you should be doing, and why virtual is here to stay.
Read more and get additional resources here: https://www.emerging-advisor.com/ep-5-running-your-practice-virtually/
What we discuss on this episode:
1:37 – What we want to talk about today.
2:14 – What changes Scott’s office has made.
3:20 – Client meetings going virtual
4:47 – How Sean has made the transition.
7:05 – How to teach virtually
10:18 – Virtual is here to stay and we have to rethink our practice
13:01 – One thing advisors should do right now
Ep 10: Overcoming the Challenges Currently Facing Advisors
Ep 9: What We’ve Learned from Teaching Virtual Classes
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 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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