Advisors in Transition (AiT) Meeting

Wednesday
Aug
19
2020

5:30 pm - 6:30 pm

Creating Presence In Your Absence: Using Online Meetings To Maintain and Grow Relationships

Can Zoom or other online meeting platforms be effective for financial advisors and clients in a COVID World? Absolutely.

Using a set of best practices, you can make these meetings effective for you, as well. You will learn tips and strategies to get the most out of this technology resource. Join us for an interactive Zoom meeting for growth-minded advisors who wish to improve their relationships with clients.

With Michael Roby, Managing Partner, Journey Advisory Group

Michael Roby

Managing Partner, Journey Advisory Group

Session Title:
Creating Presence In Your Absence: Using Online Meetings To Maintain and Grow Relationships

Summary:

Can Zoom or other online meeting platforms be effective for financial advisors and clients in a COVID World? Absolutely. Using a set of best practices, you can make these meetings effective for you, as well. You will learn tips and strategies to get the most out of this technology resource. Join us for an interactive Zoom meeting for growth-minded advisors who wish to improve their relationships with clients.

Bio:

Michael Roby has coached financial advisory firms from $100 million to over $1 billion dollars in AUM. In the last two years, over 250 of his coaching sessions have been using the Zoom platform. In addition, he has coached his clients on best practices for online client and prospect meetings. This past quarter his coaching clients have opened multi-million-dollar relationships using online meetings…on the first call. In addition, his clients have achieved extraordinary results in getting referrals in these meetings.
His firm coaches firms to build better businesses, with better outcomes, and better lives for clients, teams, and ownership groups. Mike has used his experience building advisory firms to build a large and loyal following. Since 2006 he has devoted his time to his coaching clients, including financial advisory firms, product distributors and Broker-Dealers.

Advisors in Transition addresses the needs and interests of members contemplating changes in the ownership, structure and oversight of their practices. We include advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, and looking to grow their businesses for future transitioning to the next generation.