Adapting in-person seminars to larger virtual road shows

David Appel’s practice thrived on countless in-person procedures that suddenly had to change in 2020. How did he adapt to a world in which live seminars were impossible, life insurance checkups were minimal, and new client touchpoints and marketing techniques became essential to maintain relationships and production? This presentation identifies the significant impact that virtual road shows can have for your practice — whether due to a pandemic or just a need for new, remote efficiencies.