THIS SITE IS INTENDED FOR ADVISER USE ONLY

By clicking through to the Investments or Platforms site below you confirm that you are a licensed adviser operating under an Australian Financial Services License.

Best practice for virtual client meetings

Virtual meetings can be just as effective as face-to-face meetings as long as you take the time to prepare and let your clients know what to expect.

Preparation

icon

Send a meeting request prior with secure login instructions

icon

Send information or relevant content in advance

icon

Use a headset for better quality audio

icon

Test your video and microphone

icon

Set your camera at eye level

icon

Choose a spot with an interesting background to encourage conversation

icon

Use an ethernet cable or sit close to your modem

icon

Have a back-up (eg mobile data) in case the connection is poor

icon

Charge your laptop or iPad

icon

Ask your family members or flatmates to avoid streaming or online games

icon

Ensure there is sufficient lighting so you can be well seen

icon

Log in and get set up early

During the meeting

icon

Set the agenda for the meeting

icon

Record the meeting or take minutes for your file notes

icon

Share your screen

icon

If you’re using visual aids, keep them minimal

icon

Speak loudly and clearly

icon

Don’t check your phone

icon

Check that clients are following the conversation

icon

Use humour where appropriate to lighten the mood

icon

Keep them engaged with examples, stories and personalised content

icon

Ask questions

icon

Don’t be too formal – it’s a time to show your humanity and dedication

icon

Stick to the time limit

After the meeting

icon

Send an email with a copy of the recording or minutes

icon

Reiterate the next steps

icon

Ask for feedback on how they found the virtual meeting

icon

Let them know how to contact you

Contact us

The content displayed on this page is intended for financial advisers only