Sharing proven strategies for financial advisors to maximize time, profit and freedom. The co-founders of Emerging Advisor, a practice management and marketing company, Scott Dougan and Sean Lee join host Walter Storholt each week for engaging conversation about how to improve your financial advising practice one step at a time.
Episodes
Thursday Feb 11, 2021
Thursday Feb 11, 2021
The transition from working with prospects and clients in-person to a virtual setting has been challenging for every advisor. Changes bring growing pains and learning experiences, but it’s essential for the future of your business. Today we bring on Daniel Allgaier, CFP®, from our team to talk about his experience teaching virtual classes and the process he uses to get prepared.
Read more and get additional resources here: https://www.emerging-advisor.com/ep-9-what-weve-learned-from-teaching-virtual-classes/
What we discuss on this episode:
0:48 – Introducing our guest today
3:00 – The two weeks leading up to the class
6:20 – Importance of practice
7:31 – The routine on the day of classes
9:28 – It’s a time commitment
11:44 – Not a high-pressure sales situation
13:50 – Recapping the experience
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