401(k) Specialist Issue 1 - 2021 - 45

401(k) KOACHES KORNER
in to virtual meetings in which you are
presenting. Dialing in by cell phone can be
hit and miss, so everyone should assess
the quality and reliability of their specific
cell service. Your landline is your best bet
if you still have one. If not, VOIP (Voice
Over Internet Protocol) providers can do
the trick at a very reasonable cost. Mix in
a good Bluetooth or corded headset, and
you're good to go!
As the action begins, these best practices,
coupled with a small investment in
technology, can help raise your game, but
not all the way to great. The best presentations
have an effective opening, middle and
close. What makes each of these sections
compelling and memorable from start to
finish goes way beyond the lights, sound
and camera. In fact, the fundamentals of
organizing and delivering your content
Will the massive
spike in going virtual
decline once travel
and social gathering
restrictions get lifted
in the future?
are similar whether you're in front of a
webcam, on a conference call or in front of
a live audience.
One lingering question has to do with
the future of web-based meetings. Will the
massive spike in going virtual decline once
travel and social gathering restrictions get
lifted in the future? Without question nothing
replaces being face to face, however,
many advisors are realizing how much
more efficient their practices have become
without the travel time necessary to visit
clients and prospects. Plan sponsors as
well are experiencing similar efficiencies
using virtual meetings, especially as more
of their workforce and decision makers
work remotely.
No doubt, virtual meetings will be
conducted more often than they were
pre-pandemic, some of which will be with
plan sponsors deciding whether to hire
you or retain you on a retirement plan. The
question is, can you afford to invest some
time and money in your " Lights, Camera,
Sound, Action " plan? More importantly, can
you afford not to?
Randy Fuss is a practice management consultant
at CUNA Mutual Retirement Solutions.
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ISSUE 1 2021 | 401kSpecialist.com
43

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401(k) Specialist Issue 1 - 2021

Table of Contents for the Digital Edition of 401(k) Specialist Issue 1 - 2021