Due to recent events, we were all forced into a digital world of online meetings and for some, this was an entirely new experience. However, for most millennials, this isn’t a new form of communication and many advisors have been using digital communication as a successful means of engaging their clients. I even know a few advisors that have never met their clients in person. Geographically, it hasn't been an option so they leveraged technology as a means of maintaining their client base.
If you haven’t already, why not take a leap and look at this as an opportunity to improve your online meeting process.
Here are a few tips to having successful online meetings:
The attention span in a digital meeting is not the same as in person. It's better to have two 30 min online meetings instead of one 60 min meeting.
Being able to see your clients face and read their reactions is important if you are trying to replace an in-person meeting.
This is applicable to any meeting you have with a client but especially important for an online meeting. I suggest going one step even further by sending the agenda to your client a few days in advance to get their input. You can use this opportunity to remind them of the meeting but also to engage them. It will give you the chance to prepare for any agenda items they want to discuss.
How will you add value after the meeting? What do they need to do on their end to propel their wealth planning forward? Make note of these as you will want to record them in your task management system to make sure they are completed in a reasonable amount of time.
Online meetings can increase the value you offer as a financial advisor, as well as saving time for both you and your clients. So, if you aren’t already leveraging this technology, there is no time better than now to get started.
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