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As clients' time gets crunched, video conferencing grows up

April 17, 2014 | Telepresence Options


Story and images by Greg Friedman / Investment News

The requisite in-person client meeting has given way to more frequent virtual meetings

For better or for worse, technology has made it possible for advisers to communicate with clients in many different ways. Time has become one of our clients' most valued currencies, so instead of letters that take days to arrive, we send e-mails that are delivered in milliseconds. The requisite in-person client meeting has also begun to evolve, giving way to more frequent virtual meetings using video conferencing as the medium.


Every firm and their clientele are obviously different, so many of your clients may still prefer the traditional in-person meeting. But the next generation of clients lives within their technology and uses it to its utmost advantage. Why not take advantage of available technology to make sure your clients are getting the most personal attention -- and human interaction -- possible?

Video technology was designed to help bridge distances and there are many services that are offered at little to no cost. I highly recommend taking advantage of the application that best suits your firm, such as Skype, Adobe Connect, GoToMeeting or even FaceTime (for iPhone/iPad users). These programs allow you to hold "face-to-face" conversations with clients when an in-person one isn't possible, preferred or perhaps even necessary.

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