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Note: I forgot to cover lighting in the video. No matter how good your camera, it’s not going to look good if you are not well lit!
I recommend a ring light like this Neewer model.
Gear mentioned in the video:
Sheltering at home has pushed every advisor into online meetings. To make them more pleasant for clients (and yourself!) take care of these details and niceties. Online meetings can become a comfortable and personalized experience that doesn’t feel so “socially distant.”
Nothing beats the convenience of virtual meetings, but distractions can fray your focus at home, and it’s all too easy to let professionalism slip. Here are nine tips to help you look the part on virtual meetings and maximize their efficiency.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025