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Advisor Insights

5 Steps to Master Online Meetings

Here's how to ensure that your next virtual meeting leaves clients feeling connected.

As clients become more comfortable conducting meetings virtually, advisors are likely to see (or are already experiencing) increasing demand for online meeting options. This is particularly true in high-traffic U.S. metro areas where clients may be fitting in a meeting while at work or between other commitments--and seeking a relationship with an advisor who recognizes the value of their time.

While setting up a conference call or webcam may seem fairly straightforward, truly impressing a client or prospective client in an online meeting requires additional preparation that is often overlooked. Follow these five steps to ensure that your next virtual meeting makes a positive impression and leaves clients feeling connected to you even if geographically far away.