The Advisor Advantage

Surprising Benefits of Having a Virtual Business with Dan Thompson - Episode 74


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Dan Thompson has expanded his business virtually which has allowed him to meet with more people, be more effective and in many cases make it a more personal experience for clients. In this interview you’ll hear the challenges and rewards of having a virtual business.

 

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

 

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

  • Connect with Dan Thompson
    • https://www.linkedin.com/in/danthompsonecm
    • http://becomingyourownbank.com/dan-thompson-history

 

Show Notes

  • The structure of Dan’s business - 1:46
  • His 3 biggest challenges of moving from face to face to virtual - 2:53
  • How he accidently expanded to a virtual business - 4:51
  • How he is able to keep the personal touch in a virtual environment - 7:25
  • Why you gain clout by being a distant advisor - 8:22
  • Asking the right questions to really understand clients - 11:53
  • Why are we talking? - 14:19
  • One drawback of meeting people online and how to avoid this problem - 17:29
  • The best way to get started with your media presence - 18:33

 

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