9 Tips for Keeping It Polished and Professional in Virtual Meetings

RELATED CONTENT

Zoom Meeting Security: 5 Steps to Ensure You Don’t Get Zoombombed

Are you doing virtual client meetings or webinars? Make sure you have locked down your Zoom account to protect your meeting from the intrusive hackers who are “Zoombombing.”

Hosting a Webinar ‘Coffee Chat’ for Clients: 6 Tips to Combat Isolation and Information Overload

Now is the time to offer a more casual webinar, one that makes clients feel connected and offers focused information. With a virtual “coffee chat,” you can reassure them, help them gain a clearer perspective on the outbreak and economy, and most of all, connect in a human way during this stressful time.

Webinars That Work: Connecting with Clients Virtually

As coronavirus spreads, advisors are looking for ways to keep clients informed—virtually. Webinars can be a powerful way to reach out to clients during these times. Regardless of whether you do in-person workshops, webinars are a different game. Get schooled on the ins and outs of putting on webinars that will look good and educate your clients.