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The RARE Advisor: How to handle pandemic sensitive events 😷
How to conduct pandemic sensitive events so that your clients and prospects will be comfortable and excited to attend. Much has changed, and the positioning of your events must evolve to compete.
- Old days of meal vs no meal.
- Today is about masks and social distancing.
- Be sensitive. People are in different camps with differing mindsets. (airport example)
- Be transparent -- explain the set up on the invite.
- You can please some of the people some of the times, some of the people all of the time -- But you cannot please all of the people all of the time. (and that is OK)
- Again, be sensitive -- provide alternative (record meetings, etc.)
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/Â https://www.facebook.com/usafinancial/Â https://www.linkedin.com/company/usafinancial1/
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By USA Financial
5
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How to conduct pandemic sensitive events so that your clients and prospects will be comfortable and excited to attend. Much has changed, and the positioning of your events must evolve to compete.
- Old days of meal vs no meal.
- Today is about masks and social distancing.
- Be sensitive. People are in different camps with differing mindsets. (airport example)
- Be transparent -- explain the set up on the invite.
- You can please some of the people some of the times, some of the people all of the time -- But you cannot please all of the people all of the time. (and that is OK)
- Again, be sensitive -- provide alternative (record meetings, etc.)
Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/
For more of The RARE Advisor: http://www.therareadvisor.com
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
The RARE Advisor is part of the Advisor Advancement Network, powered by USA Financial and committed to empowering financial advisors and financial professionals since 1988. Advisor Advancement was born from a desire and a need for our contributors to communicate with the financial advice community in a much different way. Created by industry professionals committed to advancing the advisor profession one video, blog, podcast, and tweet at a time. We talk about practice management, marketing, compliance, business development, and a myriad of other things that financial advisors may want to hear, rant, or lament about.
Contact us: Phone (888) 444-0125 https://www.usafinancial.com/Â https://www.facebook.com/usafinancial/Â https://www.linkedin.com/company/usafinancial1/
Powered by USA Financial