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    Zoom tips for Financial Advisors

    Four Tips Every Great Zoom Presenter Knows

    Each of us has a laundry list of challenges that have been brought on by the pandemic. Add another one to your list: engaging clients virtually. Since virtual meetings and presentations have become the norm, financial advisors have been expected to adapt accordingly, but doing so is frustratingly difficult. According to a recent survey, 45% of presenters said they have had trouble creating a unique layout for their presentations, while 41% haven’t been able to use or find solid visual aids. Roughly 47% of presenters reported that it requires over eight hours to put together a finished presentation.

    In her latest article for Advisor Perspectives, Beyond AUM co-founder Gretchen Halpin offers up her top 4 tips to help financial advisors efficiently and effectively master the art of presenting virtually.