Virtual meetings: The new face to face

[ "" ]

[ "Business Building Ideas" ]

[ ]

Many financial advisors relied on in-person meetings with their clients — but 2020 changed how we interact with clients, peers and even family. Virtual meetings, tools and resources have become a necessity for advisors to connect with their clients in a meaningful way. Learn how to demonstrate credibility, gain new clients and solidify relationships in a virtual world.

WATCH THE VIDEO

REGISTER TO UNLOCK THE FULL LIBRARY

Watch the video series to better understand how to navigate our new virtual world and connect with your clients screen-to-screen.

Register Login

VIDEO LIBRARY

Introduction

Crystal Washington reviews the goal of the video series and how financial advisors can use virtual meetings to deepen their relationships.

(3:36)

Getting Started: Psychology and Tools

Understand the psychology behind successful interactions with your clients and prospects in a virtual setting.

Advisor notes

(7:22)

Platforms for Virtual Meetings

Digital platforms are not one-size-fits-all. Learn more about popular virtual services — and why it’s important to find something that works for each client.

Advisor notes

(4:50)

Scheduling Meetings

Learn how to seamlessly fill your calendar with virtual meetings and empower your clients and coworkers to schedule their own.

Advisor notes

(4:01)

Structuring Meetings and Presentations

Understand the difference between a “meeting” and a “seminar,” why it’s important to set a tight agenda and how to keep participants focused.

Advisor notes

(9:01)

Fun Tech for Wowing Clients

Go beyond Zoom calls and show your clients that you’re listening to them with these thoughtful ways to strengthen your relationships.

Advisor notes

(4:30)

Tagged with: Virtual Meetings

 Contact Us

Mutual Funds Marketing Support and Literature Requests

Mon - Fri: 8am - 6pm ET

Financial Institutions: 800.718.9009
Broker/Dealers: 800.215.5005
Registered Investment Advisors: 866.444.5435
Independent Advisors: 800.446.4008
Dealer Services Fri: 8am - 7pm ET: 800.322.2847

Service inquiries: Email us email
Product inquiries: Email us email
Sales/Prospecting questions: Email us email

Shareholder Account Services

Mon - Fri: 8am – 7pm ET

Shareholder Services: 800.345.6611
Transaction Department: 800.422.3737

Privacy and Security Terms and Conditions Corporate Entities Disclosures Glossary^†

© 2016-2021 Columbia Management Investment Advisers, LLC. All rights reserved.

Use of products, materials and services available through Columbia Threadneedle Investments may be subject to approval by your home office.

^† By clicking the Glossary link above, you will be leaving columbiathreadneedle.com/us. View our Terms and Conditions for our hyperlinking disclosure.

With respect to mutual funds, ETFs and Tri-Continental Corporation, investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. To learn more about this and other important information about each fund, download a free prospectus. The prospectus should be read carefully before investing.

Investors should consider the investment objectives, risks, charges, and expenses of Columbia Seligman Premium Technology Growth Fund carefully before investing. To obtain the Fund's most recent periodic reports and other regulatory filings, contact your financial advisor or download reports here. These reports and other filings can also be found on the Securities and Exchange Commission's EDGAR Database. You should read these reports and other filings carefully before investing.

Columbia Funds and Columbia Acorn Funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA. Columbia Funds are managed by Columbia Management Investment Advisers, LLC and Columbia Acorn Funds are managed by Columbia Wanger Asset Management, LLC, a subsidiary of Columbia Management Investment Advisers, LLC. ETFs are distributed by ALPS Distributors, Inc., member FINRA, an unaffiliated entity.

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

Not Federally Insured - No Financial Institution Guarantee - May Lose Value