Subscribe

New year, new you: Prospecting in the virtual world

prospecting-in-virtual-world

The truth is, your business can thrive in this 'new normal.' Learning effective ways to prospect virtually can be a huge competitive advantage to advisers who embrace it.

The COVID-19 pandemic has significantly changed the way advisers interact with both clients and prospects. Social distancing, for example, has made meeting in person next to impossible, which in turn is making it incredibly difficult to engage with potential clients.

In fact, two of the questions

Subscribe or log in to read the rest of this content.

Related Topics: , , , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Working women – stand proud

The last year has been tough, and female financial professionals have felt pulled in many directions.

How to close prospects at the first meeting

There is an art to prospecting, and a formula that helps close prospects in the first meeting.

New year, new you: Prospecting in the virtual world

The truth is, your business can thrive in this 'new normal.' Learning effective ways to prospect virtually can be a huge competitive advantage to advisers who embrace it.

Wrap up, rest and reset: Getting ready for 2021

Your plan for 2021 should focus heavily on how you are going to market and meet virtually

Why hosting a two-day retreat is critical to your 2021 success

You'll need new ideas to take your business to the next level, and you need time to develop those ideas

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print