About this episode

This episode discusses how to effectively run virtual appointments that lead to successful conversions for advisors.

If you took advantage of one of the companies offering 40 high net worth virtual appointments, would your existing process work to convert them? In this episode, we break down step by step exactly how to successfully run virtual appointments that close. We will cover best practices and the biggest mistakes most advisors make in virtual meetings.

People in this episode

Host: Jaime Malm

Topics covered

• virtual appointments
• conversion strategies
• best practices
• advisors
• mistakes in meetings

Keywords

• virtual appointments
• high net worth
• conversion
• best practices
• advisors
• mistakes

Mentioned in this episode

Organizations: companies

More episodes of The Advisor Arena

• Trump Accounts: What you need to Know · May 29, 2026
• The Post Tax Planning Opportunity Advisors Miss · April 3, 2026
• Last Call for Tax Planning: What Advisors Should Do Before April 15 · March 20, 2026
• Stop Overthinking It: How Simple Content Builds Big Practices · February 27, 2026
• How to use AI to Win and Retain Clients · February 20, 2026
• Can you Really Replace Seminars with the Promise of 40 high net worth appointments? · February 13, 2026

Explore listener stats, chart rankings, contacts and more on the The Advisor Arena podcast page.