The Definitive Guide to Virtual Sales

The Definitive Guide to Virtual Sales

A How-To For Financial Professionals

Virtual selling allows you to use technology to visit face-to-face with your prospects and clients. By developing the mechanics and soft skills to effectively sell virtually, you’ll enter into those conversations with  more confidence and ease.

This guide is designed to teach you an approach to conducting virtual sales and how using the Partners Advantage Virtual Selling Process may lead to winning more clients and closing more deals.

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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC.

This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client’s individual circumstances. Utilizing third-party vendors does not absolve a financial adviser from their fiduciary responsibilities to their clients.

Please note that third-party information and opinions included in this content have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage. Although we may promote and/or recommend the services offered by these companies, financial professionals are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/dealer and registered investment advisor, if applicable, and the insurance carriers they represent.

Financial Professionals should ensure they continue to follow the current policies and procedures of their broker-dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. This marketing piece in no way supersedes the requirements of a financial professional’s license requirement or the policies and procedures of your broker-dealer or registered investment advisory firm.

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