As financial professionals, meeting the ever-changing needs of your clients and prospects can be daunting. How do you continue to support a client that has moved out-of-state? What if a client refers their adult son or daughter who lives across the country?
Fortunately, there are countless solutions that will aid in your efforts to remain in contact with your long-distance clients and their heirs. Keep in mind, you must do your research and ensure that you are licensed in the states for which you are contacting clients via phone or the web prior to conducting the meetings. Failure to conduct your licensing due diligence (both insurance & securities) may result in violations of cross-border sales regulations and other related penalties. Check with your compliance department before conducting online meetings with clients and/or prospects.
Once you have the green light, here are four commonly used webinar/desktop sharing applications available to help you better serve your clients online.
This free application allows you to present to anyone, anywhere, at any time. The free version allows up to 10 meeting participants, and can support screen sharing, Internet calling, share control, chats and file transfer. It can be viewed on iPad/iPhone or Android devices.
The Pro version allows you to customize your personal link and design a custom background with your company branding, and includes advanced features such as:
- Meeting scheduler
- Meeting lock
- Annotations (ability to write and mark-up your screen for improved presenting
- Desktop app
- The ability to present from an iPad
The Pro version is $19 per month, or $13 per month if paid annually.
One of the most widely recognized and used platforms for web conferencing and online meeting, Citrix Go-to-Meeting offers a reliable platform for conducting your meetings via the web. Their platform also allows you to present from an iPad through their mobile app. Your clients can join free from a Mac, PC, iPad, iPhone, or Android device. The Go-to-Meeting platform allows for up to 25 participants.