Unlock the potential of your sales and marketing strategies when you introduce the critical role of appointment setting and virtual administrative support. This training addresses the common challenges faced when reaching out to employee prospects and highlights the transformative benefits of specialized handling. You’ll discover how virtual assistants can revolutionize appointment scheduling and support systems, automate systems such as the estate planning processes tailored to specific products and advisor roles, and manage meetings efficiently. These insights on preparing attendees, training on scripting, and conducting personalized follow-ups can lead to a 5% increase in retention and a more streamlined planning process.