Your Thriving Practice

Virtual Advisor Crash Course

Strengthen your client connections.

Virtual meetings have become the new normal, and whether you’re using Skype, WebEx or Zoom, video calls with your clients can be just as impactful and effective as in-person meetings—if you master the art of connecting with your clients virtually. 

The good news? Many of the principles of in-person meetings apply to virtual ones. You should prepare the same way, keep the conversation natural during the meeting and follow-up afterward. We’ll get you ready for the technical side of the equation so you can confidently and clearly communicate with your clients over video. Watch this video to learn more about this workshop.


Develop the skills to successfully leverage video.

Video calls provide the opportunity to leverage all the tools at your disposal, something that audio calls alone can’t offer. Video allows you to use the other elements of personal communication: 55% body language, 38% tone/voice, and 7% spoken words. The Virtual Crash Course workshop will teach you the best practices for preparing, conducting the meeting, and following up.

"55% of personal communication is done through body language."1

With virtual meetings becoming commonplace, some clients not only expect video chats, but prefer them. They offer greater flexibility and convenience and, when held correctly, can be an effective communication tool. Being a seasoned virtual meeting expert will help you maintain strong client connections.

With a personalized Virtual Crash Course workshop, you’ll learn to leverage virtual technologies to help your clients and stand out from your peers. Here’s what to expect:

  • See how to prepare yourself and your clients prior to your Zoom, WebEx or Skype meeting.
  • Learn how to avoid mistakes that can sabotage any virtual meeting.
  • Tap into effective ways to follow up with clients after you meet.
  • Get new ideas for group sessions and value-add virtual seminars.
  • Takeaway materials include: Keynote presentation, program overview factsheet, public seminar

Get started with a Virtual Crash Course workshop

To learn more about this workshop – complete this form. A Global Atlantic representative will email you the program materials and set up some time to discuss your needs. All programs are customizable and available online or in-person.

Request more information