What is it like to be a virtual advisor?
What challenges and obstacles do they face?
But, most of all, what are the rewards?
The truth is, not everyone is cut out to be a virtual advisor.
It’s a different game from the more traditional route.
However, if you can successfully navigate the virtual advisor space…
- You no longer have to work nights and weekends delivering live workshops and dinner seminars.
- You no longer have to do radio and TV interviews.
- You are no longer tied to a physical office and pinned by “normal” office hours.
- And you no longer have to drive across town to meet with clients.
In fact, you can pretty much set your schedule and run your practice from anywhere with an internet connection and a cell phone.
The other truth is…
While it’s not for everyone… it’s not as complicated or hard as you might think.
To prove it, we’ve assembled a roundtable of our 3 top virtual advisors and interviewed them about the in-and-outs of being a virtual advisor and how they found success.
We had a candid and informative discussion about what it takes to be a successful “virtual” advisor.
We covered all the in-and-outs of virtual annuity sales:
Why they got started with virtual annuity sales…
How their lifestyles have changed since they no longer are tied to an office or stuck doing workshops or seminars on evenings and weekends…
However, selling annuities isn’t always full of rainbows and unicorns.…
So, we also covered all the obstacles and objections they had to overcome to crush it.
It was a fun, informative, and honest look at what you can expect as a “virtual” advisor.
This includes:
- How (and why) they transitioned to virtual advisors.
- What obstacles they had to overcome when they switched to virtual.
- How being a virtual advisor has affected their lifestyle and personal freedom.
- Where they get leads (and how many they need to be successful).
- How they handle objections of not meeting in person.
- What they do to build trusting relationships (without ever meeting in person).
And much more.
Whether you have any interest in doing all, some, or none of your business virtually…
This roundtable will provide you with valuable takeaways that you can implement into your practice right away.
If you’ve ever dreamed of building your own lifestyle practice and want to learn what it takes from 3 top advisors, you’ll want to tune in to this episode.
P.S. Ready to work with an FMO who supports their advisors to run a successful virtual practice and learn more about our done-for-you marketing program…
To book your Discovery Call:
Call us at (520) 639-9479 or…
