Virtual Prospecting

Attracting and Securing New Clients Virtually

Wine Tastings • Concerts • Game Nights • Sightseeing Tours

These are just a few of the types of virtual events that Advisors across the country are finding to be highly effective at strengthening client relationships and driving referrals.

Watch this in-depth video to hear about several trending events and...

  • Learn how Advisors implemented and promoted their events to increase engagement with clients and prospects
  • Discover which vendors come highly recommended
  • Get the scoop on “lessons learned” from Advisors who had successful experiences

Get expert insights and recent cases studies on how financial professionals are using these top virtual marketing strategies today!

After watching the video, you’ll be informed with specific takeaways to acquire new clients and close more sales.

To help you get started, we are pleased to offer the following resource guide with four key strategies to improve the outcomes of your virtual prospecting meetings.

Strategies for closing more meetings

Attracting and Securing New Clients Virtually

InspereX is dedicated to providing fresh ideas and professional service to help your practice thrive and stand apart. Please reach out to our team if you would like to discuss what more InspereX can do to serve as your partner.

If you have any questions or requests, please contact us at advisorsupport@insperex.com or 888.849.5732.
FOR FINANCIAL PROFESSIONAL USE ONLY.