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How to Be a Virtual Financial Broker Expert

Presented by StepChange

Friday 21st May 2021

Webinar Details:

As part of Brokers Ireland Financial Broker Marketing Guru series, this second webinar presentation which will also be delivered by Eamonn Twomey from StepChange, will outline the following guidelines on being a virtual Financial Broker expert and elevating your virtual presence with clients:

• Using good video / audio equipment – camera and audio for Zoom calls with clients
• How to Zoom well – the artform of conference calling
• Utilising interactive tools (e.g. Docusign, Voyant /Mind Mapping)
• File Sharing with Clients – making remote meetings a stated element of your proposition
• Communicate well and often – newsletter, social media, host webinars

Join us on Friday 21st May for this useful 40 minute presentation on making the most of your marketing proposition to ensure that you are fully utilising and keeping yourself virtually in front of clients.

No CPD will apply for this event.


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