Online Meetings and Web Conferences
Share Presentations, Demonstrate Applications, Save time and money by using Web Conferencing, Webinars and Video Conferencing for training and meetings. Meet, sell, and train online just like you would face-to-face, but without the travel expenses and time away from the office.
With AuburnSpace, it's easy to conduct on-the-fly or scheduled presentations with Recruiters and visa versa. Intuitive User Interface and easy-to-understand controls enable you to start and join meetings in seconds without training. Recruiters can tell their story and give live demonstrations in real time. They can also explain hiring documents and allow downloads as well. You can also use online meetings with clients and prospects. Avoid planes, trains, automobiles and sleepless hotel nights...maximize productivity with online meetings.
Examples of Typical Online Collaboration Planning Situations
Special Planning Needs Situation: A Financial Services Professional in Cedar Rapids Iowa has a client with special needs planning issues including a developmental disabled child. She has received a specialist referral from the Association for the Care of Children’s Health www.archrespite.org for help. The problem is that the specialist lives and works in Puerto Rico.
Online Meeting: The Financial Services Professional conducts a secured online meeting using AuburnSpace Online Meeting Center with the specialist who lives and work in Puerto Rico. The Financial Services Professional also arranges for the client and spouse to participate in this planning session to address the key planning issues for this special child.
Investment Situation:
A Registered Investment Advisor (RIA) needs to collaborate with members of the estate planning team in a far away city. To make matters worse, the high net worth client is now located in a far away rural area. The CPA is away on vacation. The Advisor needs to get everyone together to finalize investment strategy and to complete collaboration with the estate planners. The CPA has agreed to a meeting if the Registered Investment Advisor can get everyone together.
Online Meeting: The RIA would arrange a secured online conference. AuburnSpace Online Meeting Center offers the option to upload and use the RIA existing client planning tools. Also file sharing is an option... With no learning curve or security issues… the RIA can concentrate on client issues.
Event and Crisis Management Situation: Many clients are hearing disturbing news that the tax laws may adversely affect their retirement savings. They are hearing bits and pieces about "Phase in rules" and Sunset Provisions. Clients and consumers are hearing about an AMT Tax and estate tax loops. Many Financial Services Practitioners being told that their clients are getting calls and letters from sales people encouraging them to bring their accounts to a firm that understands the changes and can protect their assets.
Online Meeting: "Event Management" strategies could involve deployment of AuburnSpace Online Meeting Center. The Financial Service Professional contacts The American Council of Life Insurance (ACLI) and arrange a representative to join them on the conference from ACLI headquarters in (different cities) the Financial Service Professional also contacts the National Association of Estate Planners and Councils to arrange to have a representative join them to deal with the estate planning issues. The Financial Service Professional is well versed in Taxation. Therefore the three professionals will be very effective in conducting this informative interactive forum. The Financial Service Professional decides to invite 40 clients to this one-hour session. A second Professional gets wind of it and decides to invite 100 clients as well. By the time the session starts, the client attendance has grown to 500 in multiple locations. Not to worry, the service partners of Auburn Mountain’s Online Meeting Center can handle it.
Financial Planning Situation: A Fee-Based Financial Planner has just completed the financial planning process for a client. This particular advisor’s does not sell products. The Advisor needs to consult with a product specialist. This specialist may or may not be a captive agent for any particular company.
Online Meeting: The Fee-Based Financial Planner arranges an online meeting with file and document sharing capabilities. The planner, client and agent can collaborate, share files and view products and sales presentations.
Recruiting Situation: A recruiter has been recruiting for the right candidate for a Financial Services position. The recruiter has located a strong candidate and he is open to relocation. The candidate lives in South Carolina and the job is in Maine. The recruiter is at his wits end, as the hiring company needs the interviews completed by the end of this month, Because of business and personal commitments, the candidate cannot possible travel to interview with the hiring manager by the month end.
Online Meeting: The recruiter makes arrangement for a secured online meeting using AuburnSpace Online Online Meeting: The hiring manager conducts the interview and the hiring paperwork is downloaded right to the candidate’s computer. Much to the delight of the hiring manager!
Practice Management Situation: A Financial Services Professional is experiencing growing pains. She has invested a lot of time and energy into her independent agent practice over the last several years and it has paid off. The practice now has three produces and support staff of 6 people. They now have two locations and they are miles apart. The Financial Services Professional is proud of her practice as they represents more than one insurance company and offer all types of insurance and financial services products. Wholesalers or product specialists are in their offices constantly. The key role of a Wholesaler in the meeting is to discuss the technical aspects of the product and where approved and appropriate assist in making the appropriate recommendations to the clients. Over the last year, it seems that the wholesalers that visit are buying lunch, a steak dinner, or playing a round of golf and leave. This is non-productive and does not help the firm’s bottom line. The Financial Services Professional does not have the time to talk or hold discussion with each individual wholesaler or their company’s territorial managers. Yet she wants to send a clear message as to her expectations of any wholesaler that services her practice...both offices.
Online Meeting: The Financial Services Professional conducts a secured meeting AuburnSpace Online Meeting Center with all product specialists and wholesalers. Using the presentation tools, she poised the following questions to all 26 wholesalers:
- What methods will you deploy to effectively tell my producers how you are going to bring value to their practices?
- What is your value proposition for our clients and our Financial Services Professionals?
- How will you explain clearly and consistently how my producers are paid?
- What methods will you deployed to make it user friendly to do business with you e.g. forms, applications and sales materials.
The result of the online meeting was a creation of a new product specialist and wholesaler’s calendar, one page reporting and increase effectiveness for producers and wholesalers.
Meet, sell, and train online just like you would face-to-face, but without the travel expenses and time away from the office.