Zoomed In

Aug 3, 2020

During this episode of The Confident Advisor Practice Podcast, Bill Bush and Chad Soileau talk about best practices for meetings on Zoom.

Episode Highlights:

01:42 – Bill and Chad discuss the prevalence of Zoom during the COVID-19 pandemic and how to create a good Zoom presentation.

03:30 – Do some practice runs on Zoom with your coworker to familiarize yourself with the software's functionality.

05:00 – How can you make your Zoom meeting not look bad? Think about the visuals—what's behind you?

05:56 – You can use a virtual background or green screen in Zoom.

06:50 – Make sure your camera lens is clean.

07:22 – You can plug in a higher quality external camera to your laptop to increase the production value, and consider purchasing a separate microphone.

10:04 – Remember to unmute yourself, but it's still common courtesy to mute yourself when you aren't talking. You can also turn your video on and off to prevent distractions to others.

11:37 – Even though first impressions are digital now, you should still look presentable in meetings with clients.

12:42 – Staying on top of scheduling is very important so everyone who needs to use a company's Zoom account is able to do so, without disruptions from other meetings running over time.

13:54 – Depending on your Zoom subscription, you may run out of time.

14:30 – Remember that people can see you if you are constantly on your phone or distracted in other ways.

15:52 – If you are hosting an open meeting, be aware that "Zoom bobbing" is a thing and you could have uninvited guests pop in. You might prefer to lock the meeting with a password.

3 Key Points:

Make sure you know how to use all of the features you plan on accessing during a meeting to limit fumbling and technological delays.

Consider how you and your background looks on camera.

Be considerate of others’ time when scheduling a Zoom meeting.

Tweetable Quotes:

"Your background and your appearance is only as good as the camera that you have. Something simple is: make sure your lens is clean!" –Chad Soileau

"You only have that one time to make a good first impression, and although it's digitally now, it's still an impression." –Bill Bush

"I don't like the idea that if I'm the host and there's other people on there and they're doing everything else but paying attention, then why are you even on the call?" –Chad Soileau

Resources Mentioned:

Horizon Advisor Network

The Confident Advisor Practice Podcast

bbush@horizonfg.com

csoileau@horizonfg.com

Call the Horizon Financial Group: (225) 612-3820

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