How to Close Clients on a Virtual Appointment

Make more money with virtual appointments.

Joining us are two completely virtual advisors, even pre-pandemic. They’ve grown their businesses dramatically by perfecting their virtual meeting processes, from marketing to scheduling to hosting to closing. Join for the steps they take and technologies they use that help make them so successful.

Key Takeaways:

  • How to get people in the door
  • How to run a meeting
  • How to run a virtual practice

Agenda, subject to change:

  • 10:30: Intros
  • 10:35: Corey Anderson & Caleb Guilliams present
  • 11:30: Real Wealth® updates
  • 11:35: Q&A
  • 12:25: Closings
  • 12:30: End

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What Advisors Think of this Session

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We asked participants: What’s the one best thing you learned from this presentation? What are you going to do differently in your business now that you’ve heard these ideas?

“What I don’t know about virtual business. Find ways to incorporate in my business.” -David Oldenburg

“Scheduling commitments have different dynamics virtually and that first call might be better served to be shorter. Actually use the bombomb gifs more.” -Morgan Marx

“All the speakers gave great tips about virtual webinars.” -Zee Glavan

“Getting organized electronically.” -Barry Moore

“Get a CRM and use a password keeper.” -Sandra J. Quinn

“This is a great time to use new technology because clients are more accepting and it is working. It’s a way of life. I am going to do my next meeting virtually!” -Dan Cairns

“THE BEST THING IS THE FACT THAT RWM , JIM AND ANGELA PUT THIS TOGETHER, THANK YOU !!!!AWESOME. I’M GOING TO CALL ANGELA TO FIND OUT MORE ABOUT RWM AND ALL MEMBERSHIP AND PROGRAMS. I HAVE SUCH GREAT RESPECT FOR RWM AND ALL YOU DO. KEEP DOING SUCH A PROFESSIONAL PRESENTATION FILLED WITH GREAT VALUE AND CONTENT.” -Robert Van slyke

“Coordinating technology. Review my CRM and how it integrates with my marketing. Would love a session on hiring that was suggested- that is a weakness for me.” -Frederick Saide, Ph. D.

“Embrace tech because it can help grow a practice in many ways. First, take a nap! Seriously, try to put 1 new tech idea in place each week (Calendly, Zoom, Docusign…)” -Jeff Reilly

“Last Pass. Go virtual even beyond COVID quarantine.” -George Jones

“Always like hearing what others are doing in their areas, like tools of their trade. Going to add some more video applications to what I do.” -R Allan Jensen

“What technologies to use and how they can improve your virtual meetings. Best Practices with improved technology for better quality Virtual Meetings with clients.” -Joe Anthes

“Go, go virtual and virtual is a great thing! Think out of the box on going virtual.” -John Weeks

“Yes, virtual meetings can work and it’ll free up time for other things! Start my research. Thank you for your service, the benefits are immeasurable.” -Doug Bird

“Various practices each presenter has implemented in their practice revolving around a virtual presence. A lot to take in. I’ve been working virtually for awhile.” -Todd Gaswick

“Financial virtual assistants.” -Chad Johnson

“Develop my CRM skills! Schedule time with my CRM to practice every week.” -Elie Aharon

“Hire a 12 year old to handle all of your technology! LOL!! Do some further research into email video options. Thank you to Jim and the entire team for providing such great information, for sharing, and for getting so many other experts in our profession to share their knowledge and expertise!!” -Russ Grzywinski

“I don’t have all the technology that I need! Upgrade some equipment to be better at virtual selling.” -Michael Clouse

“That I have got to move forward with technology. I am not afraid of it, I just need to do it. Get more savvy with online meetings. Thanks for hosting these training / sharing sessions.” -Bill Vawter

“Finding a resource to link together the technology and systems that they recommended and I already use. Hired Julie Ann. Thanks.” -Mark Rogers

“Let others do technical work. Continue to let my associate do the planning and I do the coffee breaks.” -Robert Priganc

“Tech ideas and mics. Look at last pass.” -Jeff Hochwalt

“Tips. Get Trello.” -Timothy Smith

“Outline of engagement and bombomb. Add some more technology. Looks like you have this solved….Thank you.” -Edward Sanders

“Lots of tech, get help, reminder- don’t present without agreement they want to solve a problem. Learned so much! Add some things for effectiveness- need to figure out what first. Have many of these things in place already.” -Rich Slavin

“Software bests. Start working on getting equipped for virtual.” -Rhonda Paluck

“Technology and services to go virtual. Go virtual 100%. Great content today.” -Dan Jankelunas

“I need to check to see if I should go more virtual. Try to get knowledge and cost of being able setup a virtual office.” -John Davis

“Lots! Different software and approaches. Look into pipedrive and trello.” -Corey Cyr

“You can walk into technology; you don’t need to get everything at once.” -Drew Powers

“Hopefully stop procrastinating. Let me know if you convince Farmers Financial Solutions to allow your program. Thanks for all you do and share!.” -Mary Gruenberg

“Different technologies. Yeti mic.” -John Wheeler

“Bombomb for videos and how to use another laptop for whiteboard. Start sending out videos.” -Maria Zakutny

“I am behind the 8 Ball…” -Keegan Johnson

“Teaching an old horse some new tricks. Thinking about doing something different.” -Joseph Aragona

“I may need even more tech!” -Robert Rifkin

“Some of the tech tools to check out. Some I’m already using, or something similar.” -Tonya White