Like It Or Not Client Video Meetings Are The Future
As a modern Advice Professional, there is perhaps no better tool for creating scale whilst also improving your client experience than through Video Meetings.
I have personally had more than 12,000 client meetings via video. I have heard almost every argument for NOT moving a client base towards video meetings. The truth is that there is no legitimate reason that stands up to real-world experience for not incorporating video meetings into your Advice mix.
But I’m not here today to convince you, I am here to share with you my Go To Gear for running client video meetings. I will cover off in this short video, the tools I use both in the office and from hotel rooms.
With some inexpensive and lightweight gear, it’s easy to be a LOT more professional and engaging when talking to clients remotely.
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