“A lot of them start with a virtual date. So just FaceTime, Zoom, whatever, just kind of chit chat, catch up maybe for like an hour”
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Said on Dropping Bombs
Michael Yoder · Financial Advisor Success · Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder
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When meeting virtually, use Zoom’s built-in drawing features as a substitute for the smart board
“A lot of them start with a virtual date. So just FaceTime, Zoom, whatever, just kind of chit chat, catch up maybe for like an hour”
“We partnered up with super smart people who were orthodontists and dentists… we brought on board a sleep doctor for Orion.”
“When Zoom came there were a hundred, a thousand zoom replicas… the world is moving faster but it's noisier than ever”
“Every speaker that's coming to the audit committee or the boardroom, try to remember to include their bios. You don't want to waste valuable time during the board meeting going through their backgrounds.”
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