Ep 9: What We’ve Learned from Teaching Virtual Classes


Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 25, 2021 13:08 (9M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 284695475 series 2551395
By emergingadvisor. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

The transition from working with prospects and clients in-person to a virtual setting has been challenging for every advisor. Changes bring growing pains and learning experiences, but it’s essential for the future of your business. Today we bring on Daniel Allgaier, CFP®, from our team to talk about his experience teaching virtual classes and the process he uses to get prepared.

Read more and get additional resources here: https://www.emerging-advisor.com/ep-9-what-weve-learned-from-teaching-virtual-classes/

What we discuss on this episode:

0:48 – Introducing our guest today

3:00 – The two weeks leading up to the class

6:20 – Importance of practice

7:31 – The routine on the day of classes

9:28 – It’s a time commitment

11:44 – Not a high-pressure sales situation

13:50 – Recapping the experience

10 episodes