076: Pat Quinn on Adapting from Seminars to Webinars, What Stays the Same & What Changes – The Virtual Financial Advisor Series™

076: Pat Quinn on Adapting from Seminars to Webinars, What Stays the Same & What Changes – The Virtual Financial Advisor Series™

Bo Eason

In today’s episode of The Virtual Financial Advisor Series™ Pat Quinn returns to the podcast. Pat is a presentation coach and the head speaking trainer for Advance Your Reach. He has worked with some of the greatest speakers in the world including Daymond John, Grant Cardone, Dean Graziosi, Michael Hyatt, John Ruhlin, and has helped over 1000 financial advisors increase the effectiveness of their presentations.

My previous conversation with Pat is one of the most listened to episodes in our archive, and people still tell me often how much his framework for successful presentations has helped them. This is why I knew I needed to bring Pat back to the podcast for the Virtual Advisor Series to discuss how to take what makes an in-person, physical presentation so effective and utilize it in the digital space. 


Here are just a handful of the things that you’ll learn:

  • #1: How to adapt Pat’s proven live presentation framework to work even more effectively in the digital space. [11:28]
  • #2: The major mistakes financial advisors make in both physical and digital presentations. You’ll learn exactly how to keep your listeners engaged in an environment full of distractions, and the specific things that need to change to avoid tone-deaf messaging. [23:05]
  • #3: How to adapt your speaking style to reassure listeners and project confidence in times of crisis, no matter who you’re speaking to. [40:37]


  • [04:56] How to leverage ego bias to your advantage as you make financial presentations in uncertain times. 
  • [09:20] Why this moment is a massive opportunity for effective speakers and presenters in every industry. 
  • [12:30] The common mistakes that kill conversion rates both in-person and online. 
  • [15:30] Why your call to action can’t just come at the end of your presentation – and how to up your conversion rate by interweaving this call to action into your content. 
  • [20:30] Why “whoever teaches the most wins the sale” is not a winning strategy, online or offline. 
  • [25:00] The reason your opening story MUST change if it’s not from the last 45 days to avoid coming across as tone deaf. 
  • [35:00] Why speaking from your chest voice – your heart voice – projects calm and confidence. 
  • [37:25] How to make people feel smart and empowered as you tell stories and make your presentation. 
  • [40:33] Why people make decisions differently during VUCA times – and how to use “Two Truths and a Lead” and other strategies to push listeners to take action. 
  • [49:30] How financial advisors can use this moment to grow this business all over the world – and why retirees are now more open than ever to embracing technology.




This week’s featured review comes from Matt Dodge, who said…


Take the 1st Step to Building Your Ideal Practice: Apply for “Virtual Discovery Session

For those of you that have interest in diving deeper or figuring out how you may be able to have our team help you implement many of the ideas shared on the show, my day job happens to be consulting financial advisors from all over the US on how to grow their business and design a practice that serves them, versus them serving it. Yes it’s possible to grow your business and work less, this is a model we’ve replicated over and over in markets all over the country… So, if you’d like to apply to see if it makes sense for us to have a 1-on-1 conversation on how to overcome what may be getting in your way, you can do that at bradleyjohnson.com/apply. It takes about 5 minutes to fill out the application so we can understand what your business looks like, what challenges you may be facing and how myself and my team may be able to help. We then dive into a Discovery session where we ask a lot of questions based on your survey. We do a lot of listening, and take a lot of notes to build a rough draft of our proprietary Elite Advisor Blueprint – 90 Day Plan™. Taking the first step is as simple as applying at bradleyjohnson.com/apply 🙂


Already heard it once or twice? Please leave a short review here, and tell me which guests I should have on!

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