Dec '25 • General 💡
Online meetings with clients - do we have the right skills?
Are we running so many online meetings these days simply because we can? Video calls have become the default for many financial advisers - they’re convenient, efficient and many clients are perfectly happy with them.
But convenience isn’t the same as effectiveness. Online meetings subtly strip out parts of the human exchange. Small pauses get missed, facial cues flatten. It’s easier to deliver well than to listen deeply.
None of this makes online meetings bad, but it does mean they demand different skills to get the very best out of them.
If trust, referrals and long-term relationships still depend on clients feeling genuinely understood, then the question isn’t whether Zoom works - it’s whether we’ve adapted how we listen, respond and read the room when the room is a screen.
So, what are you doing differently in online meetings to make clients feel truly understood – not just efficiently seen?
1
3 comments
Online meetings with clients - do we have the right skills?
skool.com/adviser-growth-community
For IFAs, financial advisers & financial planners exploring new marketing ideas, new models, new income streams and how AI fits into their business
Powered by