You 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.
Save yourself the embarrassment and learn more about the dos and don’ts of online financial advisory, as well as essential software tips:
Maybe you are already familiar with online meetings but now you want to improve the quality of your online consultations. Do you ask yourself questions such as:
- How do I avoid making mistakes in front of clients during a screen sharing session?
- How do I make online financial meetings more efficient and interesting?
- How do I build trust with my clients when I am not there in person?
- How can I make the most of the screen sharing features in order to have more successful communication during meetings?
If so, this is the guide for you. An interesting read packed with bonus tips and software advice, this paper will help you learn how to execute successful online financial advisory consultations.
For instance, did you know that you can easily hide windows on your desktop that you don’t want your client to see (such as confidential financial documents or your email inbox) without having to close all the windows and reopen them later? Simply use the with application selection feature. You can hide certain windows from your client’s view, but you can still see everything you need to see on your screen.
Learn more tips in the guide for the 5 Dos and Don‘ts of Online Financial Advisory:
More Free Guides?
Looking for further best practice guides for your use case of online meeting software? Visit our Resources page for our full collection.