The Advisor Advantage

Moving Into a Virtual Environment with Your Client (part 3) - Episode 186


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This is the third of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi talk about Truth Concept’s software and resources to learn more about it. Also, they encourage us to move into a virtual environment and explain the benefits of doing so.

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
  • https://zoom.us/

Truth Concepts resources:

  • http://www.truthconcepts.com/truth-training 
  • http://www.truthconcepts.com/blog 
  • http://www.wholetruthvideos.com/ 

 

Show Notes
  • Virtual meetings - 0:23
  • How to use the Truth Training calculators in your virtual meetings - 0:39
  • Sharing your screen with zoom - 1:35
  • Privacy is dead - 2:54
  • Sharing education with someone - 3:10
  • Just ask us if there's something virtual that you do not understand - 4:30
  • Using Truth Concepts software - 5:05
  • Sharing your screen - 6:07
  • The ability to know how to use the calculators - 8:36
  • Using the Whole Truth videos - 9:01
  • How do you like to learn? - 9:46
  • Creating a productive virtual environment - 12:19
  • The attendance to Truth Training - 14:13
  • Truth Training is 100% accurate - 15:05
  • Helping clients in more ways and more parts of the country - 16:00
  • It is all about the TRUTH - 16:32

 

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The Advisor AdvantageBy Kim Butler and Tammi Brannan

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