Category Archives: Online Meetings

Crossover Communication Skills that Make Every Meeting Better

online learning

Quick, think of somebody who has achieved “crossover” success – in other words, they turned their skills into success in more than one domain. You can probably name someone who has achieved success in both music and acting, in both science and politics, in both performing arts and business. These are modern crossover stars, and […]

The 3 Most Underrated Screens in Online Meetings

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Advisors, are you using the most powerful screens in your online meetings? There are a lot of different screens you could show in your next online meeting. Some of them are overrated, some are underrated, and some are properly rated. In this article, I’ll distinguish between screens, and discuss the value (or lack thereof) in […]

It’s Time to Rethink Your Meeting Collateral

Dear Marketing and Sales Enablement, Thank you for all the great stuff you’ve provided us over the years. We really appreciate all the data on the specifications, features, and benefits of our offerings! Keep the testimonials and customer success stories coming! We love the way you support our events! But let’s face it, you’ve always […]

Incorporating Online Meetings into Your Practice

In the same way you’re REALLY looking forward to a haircut, a lot of people I know are really looking forward to resuming in-person meetings.  You should also be looking forward to incorporating online meetings into your practice! Why are we so eager to return to the same room? That’s easy – in-person meetings have […]

Turning Online Meetings Into Opportunity

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 […]