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How to Conduct an Effective Online, Virtual Meeting Web Training Replay

March 27, 2020 by Anne Bachrach Leave a Comment

Advisors sent in huge kudos to Bill Bachrach for the webinar he did last week, Turn Coronavirus Lemons into Business Lemonade.  By request, he created another new web training to be of assistance in today’s world.
 
You can now access the web training replay about, How to Conduct an Effective Online, Virtual Meeting, by going to https://www.youradvisorroadmap.com/how-to-conduct-effective-virtual-meeting/. 
  
Do you lack 10-level confidence at conducting online, virtual meetings?
 
You are an excellent financial professional. You’re trustworthy, competent, and skilled. But if you bungle the ‘new normal’ of conducting online, virtual meetings with clients and prospects, you could lose all of your credibility in a matter of seconds. Don’t be naive and assume that your clients and prospects will be forgiving ‘because this is new for you.’
Maybe people shouldn’t equate your ability to effectively run an online, virtual meeting with your expertise as a financial planner or wealth manager… but they do! In the same way that dogs smell fear, clients and prospects smell uncertainty.
Just in time for what could be the ‘new normal’ for many months to come, you are invited to this FREE online training where you will learn the answers to the following questions:

  • How do you capture and keep their attention?
  • How do you minimize distractions in THEIR environment?
  • How do you create the most professional look, sound, and feel without breaking the bank?
  • How do you get them physically and emotionally involved?
  • How can you shine as an online / virtual meeting master, whether you have any experience with this medium or not?

 
This is NOT the basics that you would learn from a Zoom, WebEx, or a Go To Meeting tutorial to use the features of their systems. That’s table stakes. Don’t even think about Skype or FaceTime… those are for amateurs.
You are going to dive deep into the nitty-gritty of what it takes to facilitate true, experiential, highly engaging online / virtual meetings with clients and prospects that move the needles on the “trust dial” in the right direction.

Bill Bachrach is a respected thought leader, keynote speaker, author, and a top Advisor trainer and coach serving the Financial Services Industry exclusively for over 3 decades.
Access the web training replay by going to https://www.youradvisorroadmap.com/how-to-conduct-effective-virtual-meeting/.

Filed Under: Blog Post, Business Success Principle, Communication, Effective and Efficient Behavior, Productivity, Webinar Tagged With: Accountability, accountability coach, anne bachrach, Bill Bachrach, business accelerator, business growth strategies, business owner training, business success principles, Coronavirus event, effective communication, enhance, financial advisor accountability coach, financial advisor coaching, Financial Advisor Training, goal achievement, Goal Setting, goal setting exercises, goal setting tips, Online Meeting, personal development, Productivity in business, professional development, revenue generation, small business training, stop procrastination, time management, Virtual Meetings, work life balance

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I’ve sometimes thought of myself as not coachable – fits & starts on progress – but when I looked at where I’ve come, I can tell it works. This year, I’ve experienced over 50% growth – and with that growth came some confidence… confidence to finally go after what I know I should have done – we’ve added a flat-fee-only option to our offerings, and that’s ALL I’ll be targeting for 2014 and beyond. With that under our belts, I can foresee another 50% growth year for each of the next 2 years!

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