The "New Normal" How to Conduct an Effective Online, Virtual Meeting with Bill Bachrach

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Join Bill Bachrach and 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.

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 naïve 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.

Be prepared for what could be the 'new normal' for many months to come, during this online training you will learn how to:

  • Capture and keep clients/prospects attention?
  • Minimize distractions in THEIR environment?
  • Create the most professional look, sound, and feel without breaking the bank?
  • Get clients/prospects physically and emotionally involved?
  • Shine as an online / virtual meeting master, whether you have any experience or not?

This is NOT the basics that you would learn from a Zoom 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.

“During these difficult times of Covid-19, InsuranceWebX understands the challenges agents and advisors are facing and we are here to help provide you the solutions to overcome these challenges. We are fortunate and honored to have a respected thought leader, keynote speaker, author, and a top Advisor trainer and coach like Bill Bachrach to teach you how to conduct flawless virtual meetings. Stay strong, be safe and embrace the challenge ahead.”

Matthew Pardine – InsuranceWebX Founder

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Bachrach & Associates, Inc.

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