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