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Five Essentials for Better Video Conferencing

Want to do video conferencing right? Here are five ways to start.

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.

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