Connect with Confidence
Video meetings can be a convenient chance to build trust and help even more clients achieve and safeguard their financial security. They can also open the door to meeting with potential clients that might otherwise have not been an option, due to their location or lifestyle.
Here are some tips to keep in mind when meeting with a client via a virtual meeting platform:
Be Open: Allow your clients to pick the meeting platform they are most comfortable with.
Start with Connection: Open with a friendly remark and look into the camera to create eye contact.
Share in Advance: Share product applications and any presentation materials with clients in advance.
Show Your Expertise & Keep it Simple: Highlight how your solutions protect and support what matters most to them.
Plan a Workaround: Have a contingency plan to connect with your client if technology fails, such as a backup phone number to call.
End with Clarity: Summarize next steps and confirm how the application(s) might be taken.