AssetMark puts out a lot of advisor support materials. I was impressed with the 5-step referral worksheet and the client video suggestions but the virtual meeting checklist ultimately blew me away.
The reason was buried at the very bottom:
Be prepared to provide tech support to your clients .While most video/web conferencing tools are intuitive today, they may be foreign to your clients. As you practice the first few times with a trusted partner, note the experience your partner has as he/she joins you online. Your tech support will likely not be heavy lifting, it will be walking new users through what to click, etc.
As someone who has run a lot of virtual meetings in the past year, I have to agree with the simple pragmatic truth of this. You run a lot of meetings. They might only attend a handful a year.
And while you're probably familiar with the "webinar" format, they've probably only experienced it from the audience side. New interactive meeting environments are a two-way conversation. That's new to a lot of people.
Of course, they're learning. But if you can help them learn, they'll not only be grateful . . . they'll embrace these tools that extend your professional reach.
That's a good thing.
