MasterAdvisor 42: How Advisors Can Connect with New Clients as Demand Surges
Source: Our analysis of the creator's lived experience, based on what they said in this video.
Creator's Key Takeaways
if you have never done a live event don't be afraid to do it you really need to just kind of you know dip your toes in the water
the best way to really connect with somebody is to ask them questions right don't make it about you the advisor
the most important time is to follow up after the show okay so call those people set up coffee appointments or virtual chats
right now we as travel advisors have an amazing opportunity ahead of us it is going to be booming booming
Creator's Tips & Advice
🆕New to Cruising? This Creator Addresses:
Questions This Creator Answers
Topics Covered
Scale: 0–5 strips in half-step increments. 0 = “meh”, 5 = “bacon bliss”. Aggregated from creator-review sentiment, weighted by channel expertise.
About our Bacon Score methodologyYouTube Video Description↓
Feeling stuck in the day to day where it seems tougher than ever to find new clients? Sometimes it takes some thinking outside of the box and not just relying on the rolodex. The top minds of the industry are always taking unique leaps to reach consumers outside of traditional methods both in person and digitally. This can include engaging your followers on Facebook, setting up forums on Zoom or attending and putting yourself out there at face to face consumer trade shows. Join Theresa Scalzitti, Chief Sales Officer at Cruise Planners, and Jim Forberg, Chief Operating Officer at Unicomm, as they share what works and what doesn’t when thinking of innovative ways to connect with clients. The interview, sponsored by the NY Travel and Adventure show