New to Virtual Meetings? Here’s Some Help



Many businesses & families are dealing with unique challenges due to the COVID-19 conditions. Clients may not be able to come see you in-person, but their needs for stable financial products won’t stop- and neither should your business.

If you are new to virtual meeting platforms, we’ve done some research and have created a reference guide for you. A fellow advisor also shares the document that she provides for her clients who are new to Zoom meetings. We hope these are helpful to you and your business.

We’re in this together & together we will be stronger.

Stay safe & be well!

Virtual Meeting Platform Guide


Zoom Meeting Steps for Clients