Video conferencing isn’t what it used to be. It’s simpler to set up, easier to use at a moment’s notice, and the quality has improved tremendously. It’s growing in popularity, partly because of the technology, but also because being able to see each other has real advantages over voice-only communications. The trends point toward video conferencing becoming part of the day-to-day communications for financial advisors in the not-too-distant future.
Whether you’ve been video conferencing for years, or just looking to get started, be sure to get engaged in a way that represents your brand properly. There are too many who fall into the trap of the utilitarian setup. My computer has a camera and I have a conferencing service—what more do I need? Plenty if you want to do it right. Here are five things that will have you looking like a pro in no time.
@StephenBoswell is president of The Oechsli Institute and author of Best Practices of Elite Advisors. @KevinANichols is the chief operating officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors.