Prospect & Build Relationships Virtually
Virtual business relationships are not new. What is new are the expectations and the tools. Instead of in-person meetings, RMs must now prospect and meet via LinkedIn, Zoom, GoToMeeting, Facebook Live. Technology is consistently providing us with more and better ways to connect. A salesperson today must be adept at searching, asking for, scheduling and delivering effective virtual meetings that also help build relationships. Banking and credit union RMs must up their skills in this area in order to compete effectively.