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3. Stand-alone or On-demand Learning → Remote Selling for Financial Services

Tools to Streamline Online Engagement (S-RSB03)


Content
  • Intro Video: Tools
  • Module Content
  • Tutorial: Overview
  • Video: How to use Zoom Video Conferencing
  • Video: Top 20 Zoom Tips and Tricks
  • Video: How to Use Microsoft Teams
  • Video: Top 20 Microsoft Teams Meeting Tips and Tricks
  • Tutorial: Presentation Tools
  • Video: How to use PowerPoint Presenter Coach: FREE Tool
  • Video: How to use Calendly to Schedule your Meetings
  • Tutorial: Wrap Up
  • Assessment: Tools
  • Feedback: Tools
Completion rules
  • You must complete the units "Module Content, Tutorial: Overview, Tutorial: Presentation Tools, Tutorial: Wrap Up, Assessment: Tools, Feedback: Tools"
Prerequisites
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