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Nov 5, 2009 4:03 am

New to the forums, finding them very helpful, and have a question.  I noticed someone saying that they were doing web meetings with prospects, and wondered how those worked, what software you were using etc.


Nov 5, 2009 4:20 am


  Free for up to 20 users at one time.
Nov 5, 2009 5:19 am

Thanks for the info.  When you set up meetings with prospects do you basically run the meeting like a seminar?  Do you use the webcam?  Also anyone from the bigger firms using this? ie would compliance be cool with this?


Nov 5, 2009 5:44 am

You can have a personal web-meeting and just show your computer screen or have a prepared presentation.  If you use a webcam, make sure your prospect has one as well.  (You can buy 2 and mail one out with a return envelope.)

  Would compliance be cool with it?  If common sense would rule, then "maybe".  If you're doing an account review and just showing your screen, I don't think there would be any issues.  However, if you're doing a "virtual seminar" (more than 1 person/couple), then you'd need to use approved materials as you would be doing a seminar or meeting with more than 1 person.  You'll also need to be sure that you're registered in not only your state but the state of residence for your prospect/client.   I don't know about wirehouses doing this, but plenty of insurance advisors do.
Nov 5, 2009 5:52 am

Thanks for the reply and info. I appreciate it.

Dec 1, 2009 4:16 am

WOw! Technology nowadays huh! Thanks for this very useful post and tips you gave. I see web meetings as something that we all can benefit from. For those people who have business and want to conduct meetings, then this ones very helpful. Is it like you’re having a chat or voice conference or even more than that?
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Jan 9, 2010 1:49 pm

I was hopeful to get an invite with Google Wave but unfortunately I didn’t. I have read about it and was intrigue about how it will revolutionize real time communication and that includes online conferences. I’ve been an online teacher for a while and pretty excited to use Google wave. university of texas merchandise l cheap ventrilo

Jan 11, 2010 4:00 am

GoToMeeting is probably the easiest, best software. There’s no video component - you just show them your screen. I wouldn’t recommend having any hardware or software that the prospect needs to install - if anything goes wrong you aren’t going to easily get them into the right mindset.

Jan 11, 2010 1:55 pm

I was invited to use GoogleWave.  So far, I’m not impressed.  It seems like it would be more useful for meetings among employees. 

DimDim looks good.  That’s a great link Gordon.

I used WebEx for a little while, but it was a pain.

Jan 11, 2010 4:06 pm

Can you archive any of these meetings?  From a compliance standpoint, if you can it would be better than a face to face meeting (for compliants / arbitration). 

Of course I haven't thought this all the way through with my compliance brain.
Jan 11, 2010 4:08 pm

It cuts both ways.

Jan 11, 2010 4:48 pm

I’d rather catch a rep behaving badly before it gets to a complaint - or waiting until a trend of complaint develop with the rep always stating “I do X Y and Z, not T.”

  But to be fair, I could also see what kind of crazyass clients they deal with.
Oct 14, 2015 7:11 am

For conducting web meetings various web conferencing tools like webex, gomeetnow, gotomeeting, R-HUB web conferencing servers etc. are used.

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Apr 25, 2019 6:22 pm

We use Zoom is like Go to meeting but you can share documents on your computer desktop and still have video. It is the best of both worlds. Conpliance does not care as long as you do not use the chat feature.