It’s easy to predict that online meetings will evolve in 2021. But how? This article, originally published in Advisor Perspectives e-newsletter, details Dan Smaida’s view of what’s coming in the next year. How Online Meetings Will Evolve in 2021
Author Archives: Dan Smaida
28
Oct
Oct
Are referrals REALLY the lifeblood of your business? A lot of sales training proposes to teach you the art of asking for a referral. One phrase many of them have in common? “Referrals are the lifeblood of my business…” The statement is usually directly followed by an ask. First of all, don’t do this exclamation […]
20
Oct
Oct
Unless you were already advising remotely, current events have forced a major shift in the way you run your practice. In a VERY recent survey of my online workshop attendees, 70% of my participants reported canceling ALL face-to-face meetings. (Flatten the curve! Wash your hands!) But while some Advisors may rightly lament the loss of […]
18
Oct
Oct
When I was a young man, literally at the beginning of my sales career, I had the good fortune to meet a man named Martin Rafferty. I was dating his niece, and she brought me to his house in Racine, Wisconsin for a weekend, which turned into a summer of weekends, possibly the most educational […]
27
Aug
Aug
If someone were to walk up beside you and touch you without warning, what would your first reaction be? Even before COVID-19, you would probably recoil a little to an unexpected, unsolicited touch. Or you might ignore it and hope it doesn’t happen again. But then it happens again! Prospecting new clients is not so […]
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