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
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