Video calls and virtual meetings have become the new normal for corresponding with clients.
Our video resource library includes helpful guidance to help you present like a pro, including:
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Beginning virtual meetings
David Mann, story and messaging specialist
Help clients feel comfortable during a virtual meeting by setting up a professional setting for your conversation and beginning with a human connection.
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How stories work
David Mann, story and messaging specialist
Numbers and logic have limited persuasion power for clients. Learn different types of story styles to help clients see themselves in the services you have to offer.
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Client communication
David Mann, story and messaging specialist
Bring your virtual presentations to life by identifying your clients’ communication styles and how to connect with them.
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Gaining trust
David Mann, story and messaging specialist
Your clients are taking in as much from the way you talk as what you are saying. Learn how to use your voice and body language to convey yourself as professional, trustworthy, and knowledgeable.
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Clarifying complexity
David Mann, story and messaging specialist
Keep clients engaged in complex financial topics by utilizing concepts and analogies to aid their understanding.
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Using visual aids
David Mann, story and messaging specialist
Using visual aids effectively during virtual meetings can help improve clients' comprehension and lead to a more productive conversation.
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Hybrid meetings: mechanics
David Mann, story and messaging specialist
Learn three important set-up tips for hosting meetings where some clients are in the room with you, and others are attending virtually.
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Hybrid meetings: organization
David Mann, story and messaging specialist
Content needs vary when some clients are in the room with you and others are attending virtually. Learn how to organize an engaging hybrid meeting that meets the needs of all attendees.
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Tips and tricks for your virtual meetings
Jim Cunningham, actor and sports host
This helpful video explains how to increase your digital meeting professionalism and effectiveness through optimal laptop and keylight positioning, audio and background considerations, and professional remote presenting tips.
Securian Financial is here for you when digital is the answer, with capabilities that allow you to help provide clients with the solutions they need — even if you can’t always meet face-to-face.
These materials are for informational and educational purposes only and are not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action. Securian Financial Group, and its subsidiaries, have a financial interest in the sale of their products.
For financial professional use only. Not for use with the public. This material may not be reproduced in any form where it is accessible to the general public.
DOFU 7-2021
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