The Advisor Advantage

Moving Into a Virtual Environment with Your Client (part 2) - Episode 185


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The second of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi discuss some virtual tools that we can use in this difficult time. Stay tuned and enjoy it!

To learn more about the Prosperity Economics Movement

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode 

 

Links and Resources from this Episode

Virtual tools:

  • Phones: http://www.mydynamixpro.com/ 
  • Google voice: https://www.ruby.com/lp-reception-services-native-form/?utm_source=paid%20search&utm_campaign=adwords&utm_medium=brand&utm_term=ruby%20receptionist&utm_content=sign%20up&gclid=Cj0KCQjw6sHzBRCbARIsAF8FMpWNlWnEFm0DeUlsZ8AWCJn0lOuM4jFRAcjazKyCl8qQujhuRGv9AwgaAiOhEALw_wcB 
  • Amazon's dogs: https://blog.aboutamazon.com/working-at-amazon/how-much-does-amazon-love-dogs-just-ask-one-of-the-6-000-pups-that-work-here 

 

Show Notes
  • Moving into a virtual environment - 0:13
  • What happens when you are in a virtual space - 3:00
  • Starting a conversation with a smile - 4:04
  • Being ready to start a conversation with your client - 5:20
  • Establishing a level of trust - 6:58
  • Setting up new tools for your business - 8:53
  • Google voice tool - 9:52
  • Different phone tools and the Truth Concepts calculators - 11:04
  • Attracting your ideal client - 12:17
  • Why Tammi and Kim love the use of phones - 13:30
  • How to do business virtually - 14:43
  • Amazon's dogs - 16:30
  • Creating a personal environment - 16:50
  • Helping clients work online - 17:40

 

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The Advisor AdvantageBy Kim Butler and Tammi Brannan

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