You did WHAT? Free Guide: 5 Dos and Don’ts of Online Financial Advisory

Shocked Lemur

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:

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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.

Free Guide - Online Financial Advisory

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:

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