Moving Into a Virtual Environment with Your Client (part 3) - Episode 186

The Advisor Advantage

This is the third of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi talk about Truth Concept’s software and resources to learn more about it. Also, they encourage us to move into a virtual environment and explain the benefits of doing so.

To learn more about the Prosperity Economics Movement

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode

Links and Resources from this Episode

• https://zoom.us/

Truth Concepts resources:

• http://www.truthconcepts.com/truth-training
• http://www.truthconcepts.com/blog
• http://www.wholetruthvideos.com/

Show Notes

• Virtual meetings - 0:23
• How to use the Truth Training calculators in your virtual meetings - 0:39
• Sharing your screen with zoom - 1:35
• Privacy is dead - 2:54
• Sharing education with someone - 3:10
• Just ask us if there's something virtual that you do not understand - 4:30
• Using Truth Concepts software - 5:05
• Sharing your screen - 6:07
• The ability to know how to use the calculators - 8:36
• Using the Whole Truth videos - 9:01
• How do you like to learn? - 9:46
• Creating a productive virtual environment - 12:19
• The attendance to Truth Training - 14:13
• Truth Training is 100% accurate - 15:05
• Helping clients in more ways and more parts of the country - 16:00
• It is all about the TRUTH - 16:32

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