Delivering a great virtual customer experience

Making the transition from in-person meetings to virtual (or online) meetings is scary and uncomfortable for most. But fear no more! We created this special webinar to help you deliver a great virtual customer experience. Every time!

In this concise program we discuss:

  • Hosting a successful virtual meeting
  • Secrets to successful online engagement
  • Setting appointments
  • Handling appointment cancellations
  • Before the meeting
  • During the meeting
  • After the meeting
  • We end off with a summary

No matter which profession, business, or role you fulfill. If you meet with clients virtually, then this is the program that will help you wow the socks off your clients!

Course Information

Estimated Time: 60 mins

Difficulty: Intermediate

Course Instructor

Francois du Toit, CFP® Francois du Toit, CFP® Author

Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

Delivering a great virtual customer experience


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What Others Have Said

By: louisvdmerwe

I really enjoyed this session. It gave me the confirmation I needed to invest in the quality of my virtual meetings and spend the time on fine-tuning my process. Very valuable content in a "digital-first" financial planning world - Louis vd Merwe