--- title: The Dos and Don’ts of Virtual Client Meetings for Your Advisory Practice description: As firms and clients increasingly move to remote working, following these simple virtual meeting steps can help your advisory practice shine. image: https://blog.freedomadvisors.com/hubfs/Blog/Background-The-Dos-and-Donts-of-Virtual-Client-Meetings.jpg --- [Company](https://freedomadvisors.com/company/) [Contact Us](https://pages.freedomadvisors.com/contact) Log In [Freedom Advisors](https://portal.freedomadvisors.com/) [Freedom Investors](https://investor.freedomadvisors.com) [![Freedom Advisors](https://blog.freedomadvisors.com/hs-fs/hubfs/FREEDOM-ADVISORS-RECT_FREEDOM-ADV-RECT-Full-COLOR-BLUE-721.png?width=186&height=50&name=FREEDOM-ADVISORS-RECT_FREEDOM-ADV-RECT-Full-COLOR-BLUE-721.png "Freedom Advisors")](https://freedomadvisors.com/) - [Platform](https://freedomadvisors.com/platform/) - [Investments](https://freedomadvisors.com/investment-solutions/) - [Operational Support](https://freedomadvisors.com/operational-support/) - [Retirement](https://freedomadvisors.com/group-retirement-plan-services/) - [Resources](https://freedomadvisors.com/resources/) - [Schedule a Demo](https://pages.freedomadvisors.com/schedule-demo) ### Blog # The Dos and Don’ts of Virtual Client Meetings for Your Advisory Practice # The Dos and Don’ts of Virtual Client Meetings for Your Advisory Practice Posted by [Freedom Advisors](https://blog.freedomadvisors.com/author/freedom-advisors) on Jul 24, 2020 6:15:00 AM As firms and clients increasingly move to remote working, following these simple steps can help you thrive. ## Test your technology beforehand Nothing is more annoying and [counterproductive](https://blog.freedomadvisors.com/how-to-most-effectively-use-your-time) than a tech failure in the middle of a call. Test your screen share tools, any software that will be needed, sound and video quality, and group messaging tools. ## Set an agenda and distribute it in advance This allows participants to adequately prepare for the meeting with relevant information or questions. ## Pay attention to timing Be respectful of different time zones. A meeting that begins at 9 am ET may be fine for clients on the East Coast, but that is 6 am for clients on the West Coast, who will likely not appreciate such an early start. ## Request video participation It can be tempting to try to get a few extra things done while on a phone call, but this pulls focus from the topic at hand and can undermine your best efforts to conduct a successful meeting. When people know they are visible to the group, it is much less likely that they will be paying attention to anything else. However, make sure that phone-in conferencing is still an option. With internet bandwidth usage at an all-time high, connections can be spotty. If someone’s video connection is poor, allow them to phone in. ## Assign a moderator To keep the conversation on track and help increase participation, a moderator can ask direct questions to individuals. Additionally, at the start of all meetings, the moderator can mute the group so that background noise is eliminated. When individuals need to speak, they can un-mute themselves, keeping noises to a minimum. ## Eliminate distractions Turn off notifications and alarms. They aren’t just distracting - they might be accidentally broadcast to the entire group if you are sharing your screen. ## Put your best foot forward For video conferences, use your desktop or laptop rather than your phone. Test your camera on yourself prior to the meeting. Make sure your camera is raised to eye-level and there is adequate lighting. Don’t wear a distracting print or small stripes, which can appear to shimmy on screen. Take note of everything visible in the camera’s view. Remove clutter from your background and conduct your meeting in a quiet place. Although an outdoor setting may look nice, ambient noises from wind or nearby vehicles may interfere with your meeting. It may help to keep a glass of water handy during you meeting in case your throat gets dry. Advisory services offered through Freedom Investment Management, Inc. ("Freedom"), a registered investment adviser. Freedom does not provide tax or legal advice. Topics: [Practice Support](https://blog.freedomadvisors.com/tag/practice-support), [Virtual Business](https://blog.freedomadvisors.com/tag/virtual-business) - Share: - [mailto:?body=https://blog.freedomadvisors.com/the-dos-and-donts-of-virtual-client-meetings](mailto:?body=https://blog.freedomadvisors.com/the-dos-and-donts-of-virtual-client-meetings) ### Search ### Related Posts [Time Is Money: Strategies for Advisors to Optimize Their Workflow](https://blog.freedomadvisors.com/time-is-money-strategies-for-advisors-to-optimize-their-workflow) [The Power of the Advisor Brand: Investors Want to Know Their Advisor Is in the Driver’s Seat](https://blog.freedomadvisors.com/investors-want-to-know-their-advisor-is-in-the-drivers-seat) [What About Personalizing the Experience for Advisors?](https://blog.freedomadvisors.com/what-about-personalizing-the-experience-for-advisors) [Are Long Wait Times Impacting Your Advisory Practice?](https://blog.freedomadvisors.com/are-long-wait-times-impacting-your-advisory-practice) ### Popular Posts The 60/40 Debate: Why 70/30 Isn’t the Answer EQIS and 3D/L Come Together to Form Freedom Advisors The Pros and Cons of Separately Managed Accounts (SMAs) Year-End Commentary and Year-Ahead Outlook 2025 / 2026 ### Recent Posts [The Market Turns Festivus](https://blog.freedomadvisors.com/the-market-turns-festivus) [Year-End Commentary and Year-Ahead Outlook 2025 / 2026](https://blog.freedomadvisors.com/year-end-commentary-and-year-ahead-outlook-2025-/-2026) [Quarterly Commentary - Q3 2025](https://blog.freedomadvisors.com/quarterly-commentary-q3-2025) [Quarterly Commentary - Q2 2025](https://blog.freedomadvisors.com/quarterly-commentary-q2-2025) ### Tagged - [Practice Support](https://blog.freedomadvisors.com/tag/practice-support) - [Virtual Business](https://blog.freedomadvisors.com/tag/virtual-business) ### Posts by Tag - [Investing (17)](https://blog.freedomadvisors.com/tag/investing) - [Advisor Support (16)](https://blog.freedomadvisors.com/tag/advisor-support) - [TAMP (10)](https://blog.freedomadvisors.com/tag/tamp) - [Practice Support (9)](https://blog.freedomadvisors.com/tag/practice-support) - [Portfolio Planning (8)](https://blog.freedomadvisors.com/tag/portfolio-planning) - [Practice Management (7)](https://blog.freedomadvisors.com/tag/practice-management) - [Business Outsourcing (6)](https://blog.freedomadvisors.com/tag/business-outsourcing) - [Investment Vehicles (3)](https://blog.freedomadvisors.com/tag/investment-vehicles) - [Virtual Business (3)](https://blog.freedomadvisors.com/tag/virtual-business) - [RIA (2)](https://blog.freedomadvisors.com/tag/ria) - [Business Consultant (1)](https://blog.freedomadvisors.com/tag/business-consultant) - [Crisis Management (1)](https://blog.freedomadvisors.com/tag/crisis-management) - [Digital Marketing (1)](https://blog.freedomadvisors.com/tag/digital-marketing) - [ESG (1)](https://blog.freedomadvisors.com/tag/esg) - [ETFs (1)](https://blog.freedomadvisors.com/tag/etfs) - [Impact Investing (1)](https://blog.freedomadvisors.com/tag/impact-investing) - [Marketing (1)](https://blog.freedomadvisors.com/tag/marketing) - [Money Management (1)](https://blog.freedomadvisors.com/tag/money-management) - [Mutual Funds (1)](https://blog.freedomadvisors.com/tag/mutual-funds) See all ## Ready to learn more about Freedom Advisors? 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