For this installment of Advisors’ Advice, ThinkAdvisor asked advisors to tell us what their client meeting rooms look like, and why they set the rooms up the way they did.
Several of them said their main goals were to make sure their clients were calm and comfortable, especially the first time they are meeting in person.
Since the pandemic started, designing meeting rooms in a simple way that looked good on Zoom helped a lot also — especially for one advisor who told us he was continuing to only conduct meetings virtually.
Meanwhile, other advisors said they wanted their client meeting rooms to help highlight their own unique personalities. Blocking out unwanted outside noise can’t hurt, either.
Check out advisors’ responses, with photos, in the gallery above. And if you need more inspiration. check out this recent Twitter thread from advisor Camille Koppenberg.