Webinar Replay - Are you 2020's "Virtual" Advice Ready?
How to successfully run your Advice business virtually...
This is a recording of the Webinar that Danielle & Steve did on behalf of The Advice Movement on the 19th of March, 2020. Below is just some of what we covered in the Webinar:In this current environment, being able to successfully run your business virtually - either for a short or extended period of time - is a non negotiable.
Most of us have some aspect of our business that we run virtually... but can you run your entire business virtually for 30, 60, 90+ days?
The AM Family are here to help... we've assembled some of the best 'virtual' operators in our crew and we've made them available for this Q&A style Webinar.
We'll cover some basic stuff, but much more focus will be on what you should, and shouldn't do when it comes to running your firm virtually.
Specifically the things we're going to cover include:
* Technology needed to get the work done
* Practical aspects of managing teams virtually - both onshore and offshore
* Running all client meetings Virtually - from 1st conversation through to Annual Reviews
* Keeping up moral when your teams might feel isolated
* Any other worries or fears you might have right now..
Short notice on this one AM Family... but we felt like this was a conversation that we all needed to have, and we wanted you to know that we're here to help!
Danielle Cornelissen is the founder of 5 ELK; a business dedicated to helping advisers build a global team in order to scale their business and reclaim their precious time and energy. Over the last five years, Danielle and 5 ELK have helped hundreds of businesses remove process bottlenecks, build a lean and mean back-office and grow faster and more profitably than they had ever imagined. Living between the Philippines and Australia, when she's not on the ground with her team, she can be found working with industry leaders as an ambassador for how to offshore the right way.
Steve Crawford is the GenXY Guy – Money Coach at Experience Wealth, Creator of Your Spending Coach and The Advice Movement
StartWebinar Slides & Downloads
PreviewAdded Bonus - Top Tips from James Millard - a.k.a. Mr Virtual Adviser (7:46)
StartFull Webinar Replay (68:51)
StartPoll No.1 - How 2020's "Virtual" Advice Ready are you today?
StartPoll No.2 - Next Steps... where do you need help?
StartBook a call with Danielle to discuss your Outsourcing strategy here
Frequently Asked Questions
If you liked this Webinar be sure to check out and 'enrol' in any of our other Free Webinars as well.