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Shocked LemurYou may already be a highly-skilled financial advisor with great experience in face-to-face client consultations, but how do you bring your skill-set to the online world? In a realm where online meeting technology is still new to many businesses, some mistakes are bound to be made – even by the most experienced meeting organizer or professional advisor. But how does one improve their online meeting etiquette? It starts with understanding the dos and don’ts of online meetings with regard to financial advising etiquette. In addition, one should understand the capabilities of their software in order to communicate as skillfully as possible. Not only do your software features help you conduct meetings with ease, but they can also help to prevent you from making some awkward mistakes.
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Finger PointingThere is a small but very effective feature which you may not have yet noticed… the participant pointer.
During an online meeting when you’re presenting your screen and speaking, you move your mouse cursor around to ensure your participants understand exactly what you’re referring to. However when you’re a participant and you’re talking about something on the presenter’s screen, how can you make sure everyone knows what you are referring to?
When you’re in front of a computer with a couple of colleagues sitting next to you, it’s simple – you point with your finger. When you’re in an online meeting, you use the Mikogo participant pointer.
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Selling InsuranceWe recently had the pleasure of speaking with one of our valued clients in the United States, United American Insurance Company. United American Insurance enjoys a long-standing reputation as a leading provider of life, supplemental health, and accident insurance coverage for individuals, families, and seniors throughout the United States and Canada.

Over the course of our conversation, we learned of Mikogo’s strong value in their agent trainings. Dave Oliver, Director of E-Applications for United American Insurance, also emphasized the many ways United American Insurance’s agents apply Mikogo in their day-to-day operations, including client sales presentations, remote agent training, and recruitment activities.
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