Episode 6: The Process of Building Familiarity and Trust With Al Caicedo
In the last year, many advisors have tried to adapt to the virtual world to conduct their business.
But it is not as easy as it may seem. You have to build out a parallel world and understand the nuances of what’s going on.
In this episode, Jeremy Houser speaks with Al Caicedo, president and owner of CKS Summit Group. Al shares how the dynamics of marketing has changed for advisors, how he helps coach advisors across the country, and what challenges advisors are facing in the market.
The biggest mistakes for advisors taking their presentations from in-person to virtual
The point where he almost gave up on teaching hundreds of advisors
The trends in the virtual world––and how this data helps advisors
The biggest challenge advisors face when having virtual appointments with prospects
What helps advisors to engage emotionally with prospects