Master a Remote Web Meeting


Remote web meetings have made it easier to stay in touch with clients while being out of reach. If your clients live in a different state, travel often, or get sick (like most of us do), you won't need to cancel the conversation by having the right tools. 

Advisors all over the country are hosting web meetings every day. Some Advisors, like our CEO Adam Holt, host more than 70% of client meetings remotely, and have been for many years. 

The Ideal Scenario.

Meeting your clients face-to-face is the most common meeting format because it is also the most ideal. Running an in-person meeting facilitates interpersonal transmission of information (two-way) which allows advisors to:

  • Interpret body language, facial expressions, and other nonverbal cues
  • Guauge when a client is uncomfortable or excited about a conversation or problem we're helping them solve
  • Assess wether or not there is more information not-yet revealed

While this is an ideal scenario, face-to-face meetings are not always an option. Some clients live in different states, travel, or cancel meetings because they are not able to be physically present at the time of the meeting.

Remote Meetings can be just as impactful

Using one of our favorite remote meeting tools like Join.Me, GoToMeeting, FaceTime, and WebEx, you are presented a visual display on screen to see your client's expressions during your meeting. This is where remote meetings can be helpful to start or continue a conversation, keep the client's engaged, and allow for flexibility in schedules.

Based on my experience a FinTech Trainer and our CEO's experience as a Financial Advisor for over 20 years, we have come up with an extremely effective checklist to ensure a positive client experience and help you master any remote web meeting. Click below to download your copy.

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Download Master Checklist


*Please add comments below with any suggestions or recommendations of  how you're mastering remote web meetings.*

About The Author

Stefanie Fetterolf is the Client Development & Training Manager for Asset-Map.