The Virtual Assistant
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The Virtual Assistant Training Center

NOTE:  The material in the Training Center can be used for training purposes only and should not be shown to the public. 
Main Menu -> Tablet Technique Review
Tablet Technique Review
Tablet Priority Reviews

Tablet Priority Reviews are simply an extension of The Virtual Assistant's Priority Planning Systems. the simplest, least intrusive and most effective method of approaching personal, retirement and business clients/prospects. The Tablet Priority Reviews allow your client/prospect to use your Tablet to help them define their current priorities.
  • Personal Review
  • Retirement Review
  • Business Review
  • When forwarded via e-mail, the Tablet Reviews also make for a highly effective electronic annual review.

    Watch this video... Electronic Priority Approach (6:20). The video describes using" fillable Adobe" but the Tablet Reviews below are streamlined for the touch screen technology of tablets.

    If you want to use it on your computer, the process is the same as saving other VSA content. Here is the process for tablets:

    • Make certain you have the Adobe Reader app downloaded and installed. It you don't, you will need to do so
    • Sign in to the VSA and go to the Tablet Technique App off the Main Menu. Yes, that will be this page!
    • Click on the section you wish to download

    Remaining steps for iPad:
    • The section will be downloaded in your browser. "Open in Adobe Reader" will appear briefly in the upper right of the page. If it goes away too quickly, simply touch that area of the screen and tap "Open In Adobe Reader"
    • This will save the file in Adobe Reader for use now or later. To retrieve the entire section, just click on the Adobe Reader icon on your Desktop and click on Documents. It will be there whenever you need it.
    Remaining steps for Android:
    • The section will be downloaded in directly to Adobe Reader...in SOME cases! You may also need to click on a small downward facing arrow at the bottom or top of your screen.
    • This will save the file in Adobe Reader for use now or later. To retrieve the entire section just click on the Adobe Reader icon on your Desktop and click on Documents. It will be there whenever you need it.
    • SOME cases workaround: All Android tablets have USB connections to personal computers. Just download the documents from the VSA to your PC. Connect your tablet to the PC via USB cable and copy the files to your tablet.
       
    In order to start using these compliance approved materials with clients, click below:
    Subscribe
    If you are a current subscriber, click here to access the VSA site.