Welcome to the new normal. You may never meet your next new client in person. Yet more than ever, clients and prospects need and are looking for our advice.

You need to be constantly mining new prospects regardless of current circumstances. If your business doesn’t grow, it shrinks.

Furthermore, your clients are at risk. Advisors who understand how to communicate professionally and prospect effectively in the age of Zoom, will gain a competitive advantage over incumbents.

During this webinar, we will discuss:

  • Why a working sales plan process is more important than ever
  • Prospecting using Zoom
  • Effective marketing techniques in the new reality
  • New market opportunities due to COVID

What’s Covered?

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