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Tag: virtual meeting

Overcoming 3 Virtual Prospecting Challenges
September 9, 2020Posted by Bill Cates

Is this “virtual world” here to stay.  Yup!    Okay, maybe not as prevailing as it is now for most of us, but the convenience and efficiency of virtual meetings is too tempting to have them go away. Heck – I’ve been speaking with some financial professionals who have been working virtually (50 to 100 percent)…


CASE STUDY – Virtual Client-Attraction Social Events
July 29, 2020Posted by Bill Cates

Bring-a-Guest events have long been a staple in financial services as a way to meet qualified prospects. But what about in this virtual world we’re living in at the moment? Can Social Event Marketing still work? Enter Lisa-Marie Winnings, a highly successful, 24-year veteran of financial services. Lisa-Marie told me, “I didn’t want to be…


Get Centers of Influence to Send Referrals to You
June 2, 2020Posted by Bill Cates

Have you ever sent a center of influence a few referrals – maybe many referrals – but they aren’t reciprocating? What’s going on here? My first question to you is, “Are you sure you are referable in their eyes?  Just because you sent people their way, doesn’t mean they feel comfortable reciprocating – at least…


7 Tips to Running a Virtual Sales Meeting
May 28, 2020Posted by Bill Cates

Blame the pandemic for the fact that virtual sales meetings have been fast forwarded about 4-5 years.  They’ve been around for a long time, but now we are being forced into doing more. Additionally, many prospects will start requesting these instead of driving to you or vice versa. Now… does this change the basic principles…


How to Get Introduced in a Virtual World
April 29, 2020Posted by Bill Cates

Referrals are worthless unless what? Unless you get introduced.   Last week I talked about how to ask for referrals in a virtual environment.   In this blog, I want to talk about getting connected – getting introduced.   What’s the best way to get connected while working virtually? Through email. I have three different…


How to Ask for Referrals in a Virtual World
April 23, 2020Posted by Bill Cates

In a world where you are used to meeting with your clients face to face, can you ask for referrals or introductions working virtually over the phone or using Zoom or GoToMeeting? The shorter answer is yes, you can. Now, there are some differences between the telephone and GoToMeeting or Zoom where there’s a video…