Virtual meeting 201 & 301 presentation
This session focuses on how to deliver a great experience in a virtual meeting with a client. We will discuss preparing for virtual meetings just as you would a face-to-face meeting in your office including the importance of using a virtual meeting agenda. We will also demonstrate how leveraging screen sharing to engage your clients enables you to provide a rich virtual meeting experience. From there, we will move on to using virtual meeting technology to deliver seminars, events, and family meetings. We will cover the best day and time to do your event and share best practices on where, when, and how to effectively promote your meetings to drive attendance. We will also discuss what to do to ensure success and to capitalize after the event.
For financial professional use only
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