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The climate of uncertainty caused by COVID-19 represents a critical turning point for advisors. It represents an opportunity to build trust by proactively communicating with Clients. However, it also represents a risk of negatively impacting your relationships and your reputation if Clients perceive you as being absent when they need you the most. Sun Life’s Business Development team has created a crash course on how to be there for your Clients in this time of physical and social distancing – and beyond. “Going Digital” is a program specifically designed to help advisors fully pivot to communicating virtually. Pre-recorded Webinar: Effective 1:1 Virtual Meetings Social distancing measures shouldn’t interfere with your ability to get in front of Clients. Virtual meetings are an effective way to deepen your relationships when you can’t meet face-to-face. Watch Effective 1:1 Virtual Meetings to learn how to get the most out of your virtual meetings. Additional Resources: Note: PDFs will automatically download onto your computer. Best Practices for Virtual Meetings: Follow these 8 best practices for an effective virtual meeting. Choosing a Virtual Platform: Use this reference guide when choosing a platform. Preparation Checklist: Make sure you’re prepared to host your meeting by using this checklist. Email Invitation Template: Use this template to invite your Client to your virtual meeting room. Pre-recorded Webinar: Running a Successful Webinar Many Clients may be struggling with the same questions and challenges during an economic and social crisis like this. Webinars allow you to address a large number of Clients and distribute your message broadly amongst prospects seeking an advisor. Watch Running a Successful Webinar to learn how to engage your Clients and generate leads using webinars. Additional Resources: Note: PDFs will automatically download onto your computer. Best Practices for Successful Webinars: Follow these best practices to engage with Clients and generate leads. Tips for Hosts and Presenters: Assign accountability and prepare for your webinar to run smoothly. Webinar Toolkit: Make sure you have what you need to run a successful webinar. Email Invitation Template: Use this template to invite Clients to register for your webinar. One-Pager: LinkedIn Quick Wins: Support your network during social distancing Now, more than ever, it's important to be visible on LinkedIn because your online image is the only one that Clients can see in the near term. Even if you don’t have the time or interest to post regularly, these quick wins will help you engage with your network and position yourself as a thought leader. Review this one-pager (2 min reading time) for some LinkedIn Quick Wins. Article: If there was ever a time for trust and empathy, it’s now! Demonstrate your value as an advisor by being there for your Clients when it matters most. Wayne Miller, Associate Vice President of Marketing & Business Development, explains the best practices to implement into your practice today. Read this article to learn how to speak to your Clients during these challenging times. Tool: Trust Assessment Trust can be broken down into three components: professional, procedural, and personal trust. Your ability to demonstrate each of these will influence the way your Clients view and engage with you. Take this short assessment to see if you demonstrate the key components of trust.