First off, it is important to realize that many people, regardless of the active cases in their states, might be hesitant or reluctant to meet face to face. So, today we want to focus on "face to face" alternatives. I will be the first to admit that there is nothing like a face to face meeting with clients and friends. But, as has been said before, "behind every adversity lies an equal or greater opportunity.” So, let us help you get equipped to do business a different way.
My first approach would be to current clients to re-assure them that their “Safe Money" products did what you promised. They did not lose a penny of principal or previous gains. It is a great time to discuss how market losses have affected their current, or future, retirement income plans. Therein lies a great opportunity to come back to them with options and ideas. But if you are not able to meet face to face do you need help with the tools?
So, we would like any questions that you have about Facetime, GoToMeeting, WebEX, Join.Me, Skype, Facebook Video Chat, or other tools.
We also encourage online applications. Do you feel comfortable doing this? Do you know how to get the electronic signature? How to use DocuSign?
We want any questions that you have. We will respond to all as a group, and you don't have to worry about us identifying you. Plus, assuming this continues, we will be doing a webinar with content to help you do a phone or electronic presentation with prospects.
So, give us your questions ASAP, and we will get back to all of you with our answers.