Six Ways Financial Advisors Can Establish Trust in Today’s Virtual World

Six Ways Financial Advisors Can Establish Trust in Today’s Virtual World

You can have all the technical and market skill in the world. But if people don’t trust you, you’re not going to open new accounts.

It’s just a fact of life in sales: If people don’t trust you, their defensive mechanisms are going to be up during the entire sales process. If you’re lucky, they’ll tell you. At least that way, you get to face the trust issue head on. That might give you a fighting chance.

But more often than not, you’ll be met with polite silence, and the dreaded “we’ll give you a call if we decide to do anything.”

If you hear that, chances are you whiffed on the trust issue.

After all, if you had their trust, they’d be looking for ways to talk themselves into doing business with you!

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Now Is the Time to Take Your Video Marketing to the Next Level

Now Is the Time to Take Your Video Marketing to the Next Level

As a result of the covid19 pandemic, both advisors and their clients have discovered the benefits of virtual communications. For clients, it has resulted in more convenient, expeditious, and personalized communications from their advisors, which they value tremendously.

For advisors, it has resulted in greater efficiency, more visibility, and more opportunities to connect with prospective and current clients, which translates into more growth and profitability. To a great extent, advisors have been able to turn an obstacle into an opportunity by adopting video conferencing and webinars with great success.

However, with the adoption of virtual communications, advisors have only scratched the surface of technology’s potential to transform their business. Imagine what could happen if advisors take full advantage of the technologies available today that have increased visibility, customer satisfaction, and retention, and converted more leads in other industries for several years.

Let’s take, for example, how tech-savvy Financial Advisors are turning to video marketing and live streaming as a way to get their message out.

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